Accelerate Financial provides an unbiased second opinion service to you at no cost. This valuable resource can help you evaluate important financial decisions and decide if we have a basis for working together. This service provides the same expertise and guidance that our clients’ have come to expect.
What to Expect
If our initial consultation suggests a good fit, we’ll move forward and schedule a Plan Of Action meeting. If we confirm that you are on track to meeting your goals and your current financial advisor has properly implemented your plan, you’ll have greater peace of mind knowing you had a unbiased, qualified second opinion. If needed, we will suggest ways in which we can help. Either way, you will receive a personalized analysis of your current situation—a value that is commonly in excess of $2,000.
Coordination With Other Providers
We understand you may be working with other advisors, such as accountants, estate attorneys or insurance agents. Staying abreast of these various services can be complicated. We can simplify your finances by providing a consolidated view of your other accounts and coordinating with your other advisors.