At 3D Wealth Advisors, Inc., we’ve met many individuals and families who are concerned about their financial future. We’d like to help, if we can, and to that end, here’s what we offer:
A cup of coffee, and a second-opinion.
Given ongoing uncertainty in the economy and the growing challenge of accomplishing individual goals, nearly 90% of affluent investors welcome a second opinion on their families’ finances.*
By filling out the form to the right, or simply by just giving us a call, we will set up an appointment for you to come in and discuss your situation.
By filling out the form to the right, or simply by just giving us a call, we will set up an appointment for you to come in and discuss your situation. We’ll ask you to briefly outline your financial goals to help us gain clarity on what your investment portfolio is intended to do for you. Then, we will evaluate your individual situation and respond with plain English recommendations based on YOUR situation and what you want to achieve.
If we think your investments and current financial game plan are well suited to your long-term goals, despite all the market turmoil, we’ll gladly tell you so, and send you on your way.
If, on the other hand, we think your current investment track no longer fits with your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend an alternative game plan aimed at improving the probability of reaching your individual and family goals.
Either way, the coffee is on us!
President, 3D Wealth Advisors, Inc.
To get started with your free, no-obligation Second Opinion you may contact us three ways:
- Email us
- Call us at (808) 791-1444 or
- Fill out the contact us form on the top right side of this page
*2010 Matt Oechsli Report