In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.
Working with a team that redefines wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Clients of Aurochs Financial Group, however, benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our consultative process
We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. Our valued clients will recognize the five steps below as the process they have experienced with us. Through our second-opinion service, you can enjoy a portion of this experience at no cost.
Full client experience
What to expect from our second-opinion service
We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, you will return for the Investment Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.