Broker Check

Second Opinion Service

 

In these challenging times, we find many people who are in a complex situation or just unhappy with the advice from their financial advisor—it’s not uncommon. Recent studies have shown that over 80% of high net worth investors would value a second opinion.

In order to help you achieve your financial goals, we have created a complimentary Second Opinion Service. We’re pleased to offer you and your family the expertise and guidance that is uniquely available from Compass Wealth Management.

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing. As a valued client of Compass Wealth Management, you will benefit from a cutting-edge team that has a clear and complete vision of wealth management.

Our Wealth Management Consultative Process

Investment Consulting
  • Asset allocation
  • Portfolio Management
  • Manager due diligence
  • Risk Evaluation
  • Performance analysis
Advance Planning
  • Wealth enchancement, including cash flow, tax minimization and liability management
  • Wealth transfer
  • Wealth protection
  • Charitable giving
Relationship Management
  • Financial Life Planning
  • Regularly scheduled calls, reviews and in-person meetings
  • Team of selected experts, including legal tax, insurance and investment advisors

 

Our consultative process

We approach each new engagement with a time-tested, collaborative process. A Discovery Meeting allows us to have an open dialogue to learn about your values and goals while working with you to tailor a plan to help meet them. As a valued client, you would experience each of the five steps below.

Full Client Experience

 

What to expect from the Second Opinion Service

We will meet with you and your spouse for a Discovery Meeting.  Based on a mutual agreement to continue, we would proceed with a Wealth Management Plan Meeting. Hopefully, we can confirm you are on track to meet your values and goals. If needed, we’ll suggest ways in which we can help, including recommending someone else if we’re not a good fit for your needs.

Either way, you will receive both a Total Client Profile and personalized analysis of your current situation—a value in excess of $5,000 at no cost to you.

Second Opinion Service

Let us help you and your family.  Contact us today.

 

 

 

1201 Walnut Street, Suite 400

Kansas City, Missouri 64106-2136

816.842.4455

800.878.5467

www.compass-wm.com

[email protected]

 

James E. Warren, CFP®

Sharon Baysinger Warren, CEBS®, CLU®, ChFC®

Mark Horstmann, CFP®, CPA, PFS