Second Opinion

Second Opinion Video Transcript

Boyer Ramey No-Obligation Second Opinion Consultation

When was the last time you heard from your financial advisor? Do you feel like you need a second opinion of your investment plan and how likely you are to reach your retirement goals if you continue following your existing strategies? If you are intrigued by our approach and would like to learn more about how we help you work to gain more clarity, confidence, and structure with your own finances we’d urge you to take advantage of our no obligation and confidential second opinion service.

Certified Financial Planner

We Will Cover

When you meet with the Boyer Ramey Wealth Management Group, we will discuss your investment objectives, life and retirement goals, family circumstances, and risk tolerance. From our discussion, we'll ask questions, review your existing investment strategies to provide you with

1. Recommendations to update and adjust your existing plan to help work toward reaching your goals and objectives.

Or

2. Confirmation that your current strategy is aligned with your goals and objectives.

No Obligation Investment Review

Schedule a meeting with our team to review your existing investment strategy and discover if your plan truly aligns with your long-term goals.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, IN, LA, NC, NJ, NV, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX