Whether you currently manage your own finances or have sought the expertise of an advisor in the past, you may benefit from a truly objective second opinion. The best resource is an advisor whose independence and fee-only structure provide you with a very high level of confidence in his or her objectivity. Aequitas Wealth Management offers a complimentary no obligation second opinion review of your investments and financial plans. This is a confidential service which reviews your financial situation and current investments with comparable alternatives and may offer you substantial savings, higher returns, less risk volatility and greater tax efficiency. 12 SIGNS THAT YOU MAY BENEFIT FROM A SECOND OPINION: 1. You have a commission-based financial advisor. 2. You have a "wrap" account. 3. Your most expensive foreign investment is your car. 4. You have felt on occasion "sold" instead of "advised". 5. You would not trust your son or daughter to marry your financial advisor. 6. You were sold an annuity for tax-deferred savings. 7. You do not know exactly how much your advisor is charging you. 8. You own mutual funds that have different "Classes" (i.e. Class A, B or C shares). 9. You own a bond, hedge or limited partnership fund. 10. Your portfolio is underperforming. 11. You own insurance investment products you do not fully understand. 12. Your monthly statements are still in the unopened envelopes. For further information, please call (310) 461-1430 or email info@aequitaswm.com.