econd pinion ervice S O S
H E
as your investment strategy been designed to adapt over time to changes in your life?
very person should be comfortable with their financial strategy. Does your current asset allocation fit each of your goals and multiple risk tolerance levels?
L
egal documents and life insurance should be aligned with your investment strategy to meet your goals. Are you setup to provide for your heirs the way you want to?
P
lanning should involve both the accumulation and distribution phases of your financial life. Does your current plan account for both long term income and tax efficiency?
Whether the result is a confirmation you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long term financial plan.
Creative Capital Wealth Management Group 1220 Valley Forge Road, Suite 3 Phoenixville, PA 19460 (610) 560-2003 www.CCWMG.com www.facebook.com/ccwmg
Securities and Advisory Services offered through Triad Advisors, Member FINRA/SIPC
S econd Opinion S ervice
It is simply not possible to get a reliable second opinion from the same person that gave you the first one.
Who We Are The CCWMG Mission: Make a meaningful, positive, financial impact so our clients can live a life of significance. Creative Capital Wealth Management Group is committed to educating and advising clients who are serious about planning for their financial future. As a comprehensive, fee-based wealth management firm, our customized programs are designed to translate the information into understandable financial goals, while delivering a high level of personalized service and experience. The team members of CCWMG have over 40 years of combined experience in the financial service industry. Frederick E. Hubler, Jr., MBA CWS® President and Chief Wealth Strategist Thomas E. Ahern, CFP® AAMS® Director of Planning Services Courtney Fox Practice Management Associate
There are three possible outcomes from using our Second Opinion Service
W
e conduct our review and it shows your plan is doing what it should and that you are on the right track. We wish you well and hope you leave our office with a little bit more confidence.
O
ur review reveals that some minor changes may be in order, and that your current advisors/agents are the right fit to make those adjustments for you. We’ll compile our recommendations and provide them to you to take back to your current team.
W
e determine some major adjustments are necessary and that we could be the right team to help you get back on track. We will fully explain our findings and how we determined them, fill you in on the CCWMG investment and client service philosophies, and see if you agree that we are a fit for each other.
Call our office today to schedule your no obligation Second Opinion Service appointment (610) 560-2003
as your investment strategy been designed to adapt over time to changes in your life?
very person should be comfortable with their financial strategy. Does your current asset allocation fit each of your goals and multiple risk tolerance levels?
L
egal documents and life insurance should be aligned with your investment strategy to meet your goals. Are you setup to provide for your heirs the way you want to?
P
lanning should involve both the accumulation and distribution phases of your financial life. Does your current plan account for both long term income and tax efficiency?
Whether the result is a confirmation you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long term financial plan.
Creative Capital Wealth Management Group 1220 Valley Forge Road, Suite 3 Phoenixville, PA 19460 (610) 560-2003 www.CCWMG.com www.facebook.com/ccwmg
Securities and Advisory Services offered through Triad Advisors, Member FINRA/SIPC
S econd Opinion S ervice
It is simply not possible to get a reliable second opinion from the same person that gave you the first one.
Who We Are The CCWMG Mission: Make a meaningful, positive, financial impact so our clients can live a life of significance. Creative Capital Wealth Management Group is committed to educating and advising clients who are serious about planning for their financial future. As a comprehensive, fee-based wealth management firm, our customized programs are designed to translate the information into understandable financial goals, while delivering a high level of personalized service and experience. The team members of CCWMG have over 40 years of combined experience in the financial service industry. Frederick E. Hubler, Jr., MBA CWS® President and Chief Wealth Strategist Thomas E. Ahern, CFP® AAMS® Director of Planning Services Courtney Fox Practice Management Associate
There are three possible outcomes from using our Second Opinion Service
W
e conduct our review and it shows your plan is doing what it should and that you are on the right track. We wish you well and hope you leave our office with a little bit more confidence.
O
ur review reveals that some minor changes may be in order, and that your current advisors/agents are the right fit to make those adjustments for you. We’ll compile our recommendations and provide them to you to take back to your current team.
W
e determine some major adjustments are necessary and that we could be the right team to help you get back on track. We will fully explain our findings and how we determined them, fill you in on the CCWMG investment and client service philosophies, and see if you agree that we are a fit for each other.
Call our office today to schedule your no obligation Second Opinion Service appointment (610) 560-2003
