1. As you may know, I represent families that benefit from an
attentive, holistic approach to wealth management. I care for my
clients, which is why I’m reaching out to offer you something
for the people you care about: Second-Opinion Service.
Second-Opinion Service is a time-tested process I use to
determine where your loved ones are now and where they
would like to go by analyzing their financial situations and
identifying any gaps that need to be filled. It never hurts to
know more, and I want to help the ones you care about make
informed decisions.
Why now? I’ve never seen so much money in motion or so
many people wanting someone to“check under the hood”to
make sure they are on the right path. There’s a lot of uncertainty
in today’s world, and I want to be there to shed some light on
the subject.
THREE POTENTIAL OUTCOMES:
I find they are in good shape and I
advise them to stay where they are.
I find they could improve their
situation. If I’m not a fit for their
particular needs or personalities, I’ll
be happy to point them in the right
direction to an advisor who can work
with them more effectively.
I find gaps in their current plan and
feel I could provide a significant
advantage in helping them reach their
goals. I would then explore the idea of
working together with them.
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Who do you care about most that would
benefit from a second opinion? I’m here
to help.
Introducing…
Our Second-Opinion Service
©2014 Robert W. Baird & Co. Incorporated. Member SIPC. MC-41860.
Chad Lee
Financial Advisor
Private Wealth Management
(608) 830-3528
cdlee@rwbaird.com
Robert W. Baird & Co.
8000 Excelsior Drive, Suite 302
Madison, WI 53717