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Second Isn't All That Bad
Second opinions are common when it comes to life... Why should your personal finances be any different? For those who wish to gain control of their financial life but aren't ready for a wealth management partner, our Second Opinion Solution™ is a great place to start.
You know where you want to go. We know how to get there
Financial decisions are more complicated than ever before, and financial priorities can easily fall below the surface. Ever wonder if your financial plan will stay afloat today and tomorrow?
What gets measured gets managed
Market volatility and economic uncertainty have increased the need for “sound risk management” and financial guidance. There has never been a better time to have an unbiased measure of your financial health. OmniStar Financial Group’s SOS™ provides a detailed look at critical factors and the role they play in reaching your destination.
- The Financial Advisor
- Stated objectives
- Risk tolerance
- Required returns
- Investment Policy Statement
- Probability of success
- Real diversification
- 10 Elements of Wealth
Is Second Opinion Solutions Right for you?
Absolutely! Engaging OmniStar for a Second Opinion Solution™ does not obligate you to implement any of the changes we recommend. You can elect to make modifications on your own or work with your existing relationships if you choose.
How it works and what you can expect
Our Second Opinion Solution™ provides a report card that illuminates the strengths and weaknesses of your existing program. As each critical factor is scored, necessary adjustments are easily identified. With this valuable information, you can confidently make better decisions and avoid costly mistakes. The results provide two possible outcomes:
Contact Us For Your Second Opinion Solution™
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