Given that only 4% of Financial Advisors are Certified Financial Planner professionals, it would be prudent to get a second opinion. The conflict of interest on commission should convince you to review your portfolios. A review for a fixed fee by a Certified Financial Planner guarantees that your investment is safe.

 

Consilium Private Wealth will assess the following aspects:

• Financial Needs Analysis

• Budget

• Estate Plan

• Will

• Product Suitability

• Investment Cost Analyzer

   

  Advantages

• Know your risk and investments, the good and the bad

• Be aware of your plan

• Confirm your strategy

   

  Consilium Private Wealth will negotiate a fee with you so that you could be assured that your advice is free from any conflict of interests.