What We Offer
A Cup of Coffee and a Second Opinion
When the markets turn as volatile and confusing as they have over the past year, even the most disciplined investors may come to question the wisdom of the investment plan* that they've been following.
At Coventry Financial Group, we've seen a lot of volatile markets come and go. And we can certainly empathize with people who find the current environment troublesome. We'd like to help, if we can, and to that end, here's what we offer:
A cup of coffee, and a second opinion.
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – what your investment portfolio* is intended to do for you. Then we'll review the portfolio for and with you.
If we think your investments* continue to be well-suited to your long-term goals – in spite of the current market volatility – we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments* no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.
Either way, the coffee is on us.
Call us today for a complimentary review. 903-763-4711
* These services are offered by Brian Coventry through his affiliation with Avantax.