Broker Check

Second Opinion Service

Exclusively for friends, family, and associates of our valued clients

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth families would value a second opinion on their finances.

To help the people you care about pursue their financial goals, we have created a complimentary second opinion service. We’re pleased to offer your friends, family members and associates the same wisdom and guidance that you have come to expect as a valued client of Luongo Wealth Management.

Working with a team that redefines wealth management

Ask ten people to define wealth management. Actually… ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Luongo Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

We utilize the following comprehensive Wealth Management Plan to uncover your most important goals and to design and implement appropriate recommendations for your desired lifestyle, retirement, and legacy.

Wealth Management

Financial Plan

  • Detailed Cash Flow Analysis
  • Balance Sheet
  • Retirement Planning Analysis
  • Accumulation Goals
  • Debt Management
  • "What If?" Scenarios
  • Stress Testing
  • In-Depth Planning for Complex Situations

Investment Plan

  • Investment Management
  • Wealth Enhancement
  • Includes: An Investment Plan, Investment Proposal, and Investment Policy Statement

Advanced Plan

Part I

  • Wealth Protection/Risk Management Planning

Part II

  • Wealth Transfer/Estate Planning
  • Tax Planning Strategies
  • Philanthropic Planning

Our Consultative Process

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about each client’s values and goals while working with them to create a wealth management plan. As a valued client, you will recognize the eight steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.

Comprehensive Client Experience:

What to expect from our second-opinion service

After a brief Pre-Qualification Meeting with a friend, family member or associate, the next step would be a complementary, no obligation Introductory Meeting. If we agree that we have a basis for working together, we will offer the Comprehensive Client Experience. Through this process, we can determine whether they are on track to fulfill their values and pursue their goals and suggest ways in which we can help.  

Second-opinion service

  Let us help those you care about. Contact us today.

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