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Mann Team | Second Opinion Service 

Are you worried about your finances and would like to take complete control of your financial well-being?  When was the last time you thoroughly reviewed your investment portfolio? This question often leads to feelings of stress and anxiety, The Mann Team can help you alleviate that stress.

Get a second opinion and achieve financial peace of mind with our complimentary portfolio review. 

During your review we will:

  • Assess your financial goals
  • take an in-depth look at the securities you hold 
  • Verify you are on-track to meet your retirement goals
  • Ensure you have enough downside protection to weather market volatility
  • Address any shortcoming, gaps or hidden fees
  • Advise you on specific strategies to import your portfolio

Book below, to schedule your complimentary portfolio review: