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Second Opinions Are Good For Your Financial Health

Your Portfolio (And Your Heirs) Will Thank You


If your doctor said you need open heart surgery, you would probably get a second opinion before you went under the knife. Experts say you should adopt the same proactive attitude about your financial health.

“Even if your financial advisor seems to be doing a good job, when it comes to your money one rule applies: never take anything for granted,” says Paul Ahern, a Certified Financial Planner® and a founding partner of WealthTrust Arizona.  

“It is always good to have a second set of eyes look over your portfolio and evaluate your investment strategy,” Ahern says. “You could actually be losing money if you stick with the wrong financial advisor and financial plan.”

When you are looking at your finances, ask yourself these important questions:

  • Does my financial advisor have advanced professional designations, such as Certified Financial Planner (CFP) or Chartered Financial Advisor (CFA)?
  • Is my current financial plan structured to leverage the most current and relevant information available?
  • Am I making a reasonable return on investment (ROI) for the fees I pay my investment advisor?

To get a second opinion on your portfolio and investment strategy, call Paul Ahern directly at (800) 694-5994 or visit www.WealthTrust to learn more.

Wealthtrust Arizona is one of the Top 15 Independent fee-based Registered Investment Advisor firms in Arizona, based on assets under management. Unlike many other wealth management firms, WealthTrust Arizona utilizes a committee-based approach to making the important decisions which impact your portfolio. Our teams of financial advisors work in groups, monitoring and tracking market, political and economic trends. They then formulate strategic investment recommendations, thereby empowering their clients by providing them with the most advantageous recommendations possible.






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