Prospective Clients

Why is a second opinion important?

Second opinions are sometimes necessary in medicine because a misdiagnosis can have significant consequences. The same is true of your financial well-being. A second opinion can help you determine if your portfolio is properly designed to achieve your goals, and affords you the opportunity to make necessary changes before it is too late. A second opinion also allows you to ask questions you may have wondered but simply didn’t know who to ask.

Who qualifies for a Beaird Harris Second Opinion?

  • Anyone who is not currently confident with their finanical situation or advisory relationship.
  • Investors who demand unbiased, transparent advice.
  • Refer to Beaird Harris’s “Client Requirements” section below for more details.

What You Can Expect From a Complimentary Beaird Harris Second Opinion:

  • Independent, objective advice. We are completely fee-only; we do not sell any products.
  • A thorough no-cost analysis of your portfolio. Our team of Certified Financial Planner™ professionals and investment advisory representatives work together to evaluate your current situation and prescribe steps to improve your probability of success.
  • An opportunity to ask questions. No question is off limits. In many instances we will ask you to come in for a Discovery Meeting to help us understand your goals and objectives and initiate important dialogue.
  • Peace of mind, knowing that you have done your research and considered all the options.

Client Requirements

In order to ensure that we serve our clients to the best of our abilities and to make every attempt to exceed their expectations, we need to limit the number of new clients that retain us each year.  The following is a schedule of the basic minimum requirements to begin a relationship with Beaird Harris Wealth Management, Inc.  You would only need to satisfy one of the following:

  • An investment portfolio of $500,000 or more, or:
  • Portfolio of $250,000 and an expectation of substantial annual savings, or:
  • Portfolio of $100,000 and a healthcare professional with an expectation of
    substantial annual savings
  • Financial planning engagement with a $5,000 minimum annual fee.

For more information or to schedule a complimentary second opinion please contact our office at 972.503.1040 or email us at info@bhcocapital.com

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