The following may surprise you. But it's true.
A recent national survey found that the two primary concerns for individuals over the age of 45 are their health and their wealth. But, that's not the surprise.
The same survey discovered that although we do give a lot of thought and attention to our health, the same cannot be said of our other primary area of concern. Most people spend more time planning a vacation than planning for their lifetime financial security.
And, that's not the only difference. If we have a persistent health problem, we often seek a second medical opinion. But, even when facing serious financial security challenges, few of us bother to get a second opinion regarding our financial goals and how we hope to reach those goals.
So, ask yourself, "If I am willing to get a second opinion for a serious health issue, doesn't it make sense to get a second opinion for my serious wealth challenges?"
Of course it does. A second opinion will either validate your existing strategies or provide other possible remedies to consider. Either way you can't lose. It's a win-win situation.
I would welcome the opportunity to tell you how easy and painless our "second opinion process" can be. And best of all, it will cost you nothing . . . other than a little time spent thinking about one of the most important aspects of your life.
I look forward to helping you understand how easy and painless our "second opinion process" can be. Best of all, it won't cost you anything but a little time.
-Bill Spiropoulos
President & CEO
CoreStates Capital Advisors
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