16755 Von Karman Ave,
Exclusively for friends, family and associates of our valued clients
In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth families would value a second opinion on their finances.
To help the people you care about seek their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of BNG Wealth Advisors.
Working with a team that redefines wealth managementAsk ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of BNG Wealth Advisors, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
Our consultative processWe approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help pursue them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.
Full client experience
What to expect from our second-opinion serviceWe will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Initial Findings Meeting. Hopefully, we can confirm they are on track to fulfill their values and pursue their goals with their current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.
Let us help you help those you care about. Contact us today.
Second-Opinion Service Flyer
16755 Von Karman Avenue, Suite 200C Irvine, CA 92606 Office: 949)398-4251 Mobile: (949)981-3981 Text: (949)997-0808 email@example.com
Balaji Rao, MBA, CPFA Director / Wealth Advisor
Important information about advisory servicesThis brochure does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services. Nothing in the brochure constitutes or should be relied upon as investment advice.Balaji Rao is registered with, and securities and advisory services are offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor.LPL Financial and BNG Wealth Advisors are separate entities.BNG Wealth Advisors and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.