With the volatility in the markets throughout the past year, even the most patient investors may come to question the wisdom of the investment plan they've been following.
At Hansen Financial MV, we believe that everyone should have the access to a pressure-free, no-obligation second opinion. We will review your current investments/financial plan and together determine the best course of action for you. This will enable you to feel confident in pursuing your goals in the most effective way possible for you and your family.
A cup of coffee and a second opinion.
Call us for an appointment, and we’ll sit and talk for a while. We’ll need you to outline your financial goals and objectives—that is, what you want your portfolio to do for you. We’ll review your portfolio with you to determine if we think it is well suited to your long-term goals. If it is, we’ll tell you and send you on your way. If we feel that some or all of your investments no longer fit with your goals, we’ll explain why and recommend some alternatives, if you like.
Either way, the coffee is on us.