Our Second Opinion Service

Exclusively for friends, family, and associates of our valued clients

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In this challenging environment, you might know a family member or colleague who may be in a complex financial situation or is just unhappy with the guidance they are receiving from their 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 pursue their most important financial goals, we have created our complimentary Second Opinion Service.  We are pleased to offer your friends, family members, and associates the same guidance that you have come to expect as a valued client of the Macukas Wealth Management Group.

 

Working with a team that redefines the wealth management process

Ask 10 people to define wealth management.  Actually, ask 10 wealth managers to do so.  You will almost certainly get 10 different answers, with most of them heavily focused on investing. As a client of the Macukas Wealth Management Group, however, you will be served by a cutting-edge team that has a clear and comprehensive vision of the wealth management process.

 

Wealth Management Process

Investment Consulting + Advanced
Planning		 + Relationship Management
  • Portfolio analysis
  • Risk evaluation
  • Asset allocation
  • Investment approach
  
  • Wealth generation, including cash flow,
    tax efficiency, and liability management
  • Wealth transfer
  • Risk mitigation strategies
  • Charitable giving
  
  • Scheduled calls,
    and in-person meetings
  • Team of advisors, including legal,
    tax,and insurance managers

 

Our Consultative Process

We approach each new engagement with our consultative process.  This allows us to have an open dialogue to learn about our clients' 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

Step 1 Step 2 Step 3 Step 4 Step 5

DISCOVERY MEETING

WEALTH
MANAGEMENT PLAN
MEETING

MUTUAL
COMMITTMENT
MEETING

 STRATEGY
IMPLEMENTATION		 REGULAR
PROCESS
MEETINGS

 

What to expect from our second-opinion service

We 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 Wealth Management Plan Meeting.  Hopefully, we can confirm they are on track toward aligning their values with their goals with their current financial advisor or 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.

Second Opinion Service

Step 1 Step 2

DISCOVERY MEETING

WEALTH
MANAGEMENT PLAN
MEETING

 

Let us help you help those you care about.  Contact us today.

Stifel does not provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.