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Second Opinion Service

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her 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 the people you care about achieve their financial goals, we have created a complimentary no obligation second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Shoemaker Financial.

 

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. As a client of Shoemaker Financial, however, you benefit from a team that has a clear and comprehensive vision of wealth management.

Investment Consulting

  • Asset allocation
  • Portfolio Management
  • Manager due diligence done
  • Risk Evaluation
  • Performance Analysis

Advanced Strategies

  • Wealth enhancement
  • Wealth Transfer
  • Wealth Preservation
  • Charitable Giving

Relationship Management

  • Regularly scheduled calls/reviews
  • Full team of professionals; legal, tax, insurance, and investment advisors

 

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 strategy to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost or obligation.

 

What To Expect From Our Second-Opinion Service

We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Strategy Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their 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 their needs. Either way, they’ll receive a Total Client Profile and a personalized analysis of their current situation.

 

Second-Opinion Service

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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  •   8988 Ruffian Lane, Newburgh, IN 47629
  •   812.490.9100 | 888.490.9101
  •   812.490.9102
  •   NEWBURGH@SHOEMAKERFINANCIAL.COM

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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1849883 DOFU 07/17

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