Second Opinion Service
Our Program
A complimentary, second-opinion service exclusively for friends, family and colleagues of our valued clients.
In uncertain times such as these, you may know a friend, family member, or colleague who may be in a complex situation or simply unhappy with the advice from his or her financial advisor. This is not uncommon. We’ve seen first-hand that a second opinion can help determine if someone is on track to reach their goals or if there are issues that need to be addressed.
Our Approach
In order to help those you care about achieve their financial goals, we have created a complimentary, no obligation second-opinion service. We are pleased to offer your friends, family members and colleagues the same expertise and guidance that you have come to expect as a valued client of Hopwood Financial Services.
Here is what they can expect from our second-opinion service:
- Step 1: Brief discovery call to understand their situation
- Step 2: Analysis of their portfolio
- Step 3: A review of our findings with them
All of this is included free of charge.
Get in Contact with Us
Give us a call at (703) 787- 0008 or email HopwoodTeam@HopwoodFinancial.com.
For an e-mail friendly PDF explaining our program that you can forward to a friend, family member or colleague, please click the link below.