Attention Attorneys and CPAs: Get a Second Opinion for Your Clients
For a nominal fee of $215 per portfolio, Cygnet can provide an unbiased second opinion service to CPAs and attorneys who are helping advise their clients. We also provide this service direct to individuals as well.
- Do you or your clients have questions or concerns about their investments, insurance or other financial issues but DO NOT want to deal with a biased salesperson?
- Do you or your clients want to “stress test” their plan but don’t know how to do it?
- Are you reluctant to just hand out business cards and lose control and oversight?
Let Cygnet Help You Serve Your Clients
- Cygnet can conduct a diagnostic and due diligence analysis of the current portfolio’s investments, portfolio allocation, and fees.
- Cygnet can review the existing retirement income plan and document the probability of its success.
- Cygnet can prepare and deliver the analysis report directly to you so that you can deliver and review it with your client.
- Cygnet won't solicit your client and displace the advisor who originally referred the client to you.