A Cup of coffee and a second opinion?

 

When the markets turn as volatile and confusing as they have over the past year or so, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following.

At Arcadia Investment Advisors, we’ve seen difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, here’s what we offer:

A cup of coffee, and a second opinion.

You’re welcome to come in and sit with us for a while. We’ll make sure we understand what is important to you now, and what matters most with respect to your financial future. Then we’ll review your portfolio with you.

If we think your investments continue to be appropriate, despite current market turmoil, we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your holdings are no longer suitable based on what’s important to you, we’ll explain why. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

For a meeting with one of the owners please contact our Operations Manager, Sarah. She can be reached at 360-823-0477 or at syoung@arcadiaia.net.