At Dekker Hewett Labelle Wealth Advisory, we are happy to provide a “check under the hood” for anyone who is wondering if their investments are ideally aligned with their short- and long-term goals in a tax-advantaged manner.
Our second opinion service will begin with our discovery and analysis process to get a clear understanding of where a person stands now and where they’d like to go. From there, we’ll examine their wealth structure and identify any gaps that need to be filled.
It never hurts to get an objective opinion from a fresh set of eyes. It could make a significant difference to your financial outcome and peace of mind.
Please tell your family members and friends we offer this complimentary, no-obligation service.