Broker Check

Second Opinion

Caring For Your Future

Why a Second Opinion is a Good Idea

Often times a person can be sick even when they feel perfectly healthy. Imagine getting a routine checkup that results in a serious diagnosis. Most people would seek out a Second Opinion from a more specialized doctor before moving forward with any further treatment. While we are not doctors, the example does make us think.

As the saying goes, "Sometimes there are things we don't know, and sometimes there are things that we don't know that we don't know..." 

My name is Rick Bavetz and I would love to hear more about what you’ve been doing up until now.

I'm a Fiduciary and Retirement Consultant and have been in practice for over 25 years. A Fiduciary is duty-bound to add value to your investment experience through Performance, Lower Cost and/or Additional Services & Benefits.

What we provide Bottom line, Upfront:

  • A Comprehensive Performance Review & Transparent Cost Assessment of your current investments and Best Interest Recommendations, all provided at NO COST.

  • Recommendations will be based on your specific Risk Tolerance, and your Short & Long-Term Goals/Intentions. I will outline your Real Cost of Ownership and potential ways to lower that cost, along with our Current Market Outlook.

  • We will address any questions you may have about financial planning, real estate holdings, an inheritance, and provide advice on distributions & retirement.

Engaging in this process does not obligate you to change your advisor.

We simply want to ensure you receive a complete assessment of the risk vs. performance and the real cost of ownership of your current investment account/s, compared to other investment strategies, philosophies, methods, and value-added services currently available to you. Whether you decide to work with us, or not, work with us... and you will have the confidence to Move Forward knowing what is in your Best Interest.

The next step is to schedule a time to either meet personally at my office or attend a Zoom meeting with me as an ice-breaker.

Feel free to call (855) 720-2373 to reserve a spot on my calendar.

We look forward to serving as a trusted source to guide your financial journey.

Client Centered

Total Client Engagement

You deserve a thoughtful, long-term approach to building and protecting your wealth. Our responsibility in managing money is rooted in an unwavering commitment to risk management tailored to help you pursue your financial goals, regardless of market conditions. The key to long-term value-added performance, we believe, is through a disciplined investment process, focused on risk management.

Accordingly, we dedicate an extensive amount of time engaging you in a process of discovery to learn what is important to you so that we can implement the investment strategies that best match you. We will endeavor to learn what motivates you, what would make your life better, and how your beliefs have shaped the relationship that you have with your money. Thus, we are better able to build and protect your future and ultimately lead you to the Financial Peace that you seek.


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