(513) 829-8888

RIk Saylor

GET A SECOND OPINION

Stress Free, No Fee, Zero Obligation

Our Process

Are you living your IDEAL life without fear you’ll outlive your money?

Our History

Are all of your investments performing as well as they could be?

Our Values

Are you receiving "Best in Class" advice from your current advisor?

Our Resources

Are the fees you’re paying justified with the services you’re receiving?

NOT SURE ?

We’re here to help… a complimentary second opinion

1

Initial Discussion- Meet and greet

What have you done so far? Personally, professionally, and financially. How do you feel about risk? ( a 5 minute test that you can’t fail)

Take Test Now

Do you have a financial “GPS” for your future and are you on track?

2

Performance Review and Benchmarking

Your Vision, values and goals need to align in order for you to achieve your ideal life.

Risk/Reward alignment in changing market conditions is imperative to reaching your goals and sleeping well at night regarding your investment portfolio.

How much are you paying in fees, why are you paying them and what exactly are you receiving in service?

3

Objective Opinion Delivery

Straight Talk Leads To Clear Decisions has been our motto for over 35 years. Our in-depth analysis will give you confidence that your financial circumstances are suitable as they are, or identify potential gaps, unseen risks, and investments that aren't working as hard as you did to accumulate them.

If you're on track for financial success, we will tell you so. If not, we will offer a roadmap to guide you to where you deserve to be.

Fully leveraging your hard-earned wealth to create meaning and purpose in your life is how we define success!


Take the first step

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