Second Opinion solutions
Is it time for a second opinion?
Market volatility and economic uncertainty have increased the need for “sound risk management” and financial guidance. With multi-sigma events extending across formerly uncorrelated asset classes, investors are questioning the term “well-diversified”. There has never been a better time to obtain a second opinion on your Financial Wellness Plan. OmniStar Financial Group’s Second Opinion Solution™ provides a detailed look at critical factors for investing and wealth management planning as well as the role they play in a successfully managed program.
What Critical Factors Affect Your Financial Wellness?
- The Financial Advisor
- Stated Objectives
- Risk Tolerance
- Expected Returns
- Investment Policy Statement
- Real Diversification
- Risk Management
OmniStar’s Points of Difference
- Fee Based
- Process over Product
- Client Advisor Alignment
“A well crafted Comprehensive Financial Wellness program is more than simply picking a few stocks and bonds. In fact, it comprises many elements that must not be ignored to avoid unnecessary risk and improve the probability for success.”
Our Second Opinion Solution™ provides a “Report Card System” that quickly detects and demonstrates the strengths and weaknesses of your existing program, along with recommendations for improvement. As each critical factor is scored, necessary adjustments are easily identified. With this valuable information, you can confidently make better investment decisions and avoid unnecessary and costly mistakes.