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Second Opinion

At Kirtland Financial, we are always willing to provide a complimentary analysis of your current investment portfolio. This analysis is purely educational and is not a sales presentation.   Since the best decisions are made when full information is available, we believe that conducting an “x-ray analysis” of your current holdings allows you to determine if what you own is properly structured.

The second opinion helps you know what to ask your current advisor, as well as to determine if your portfolio is exposing you to more risk than your realize.

Since we are only analyzing your current holdings, you do not have to provide us with your entire financial picture.  The goal is to have a better understanding of what to expect from your current holdings and how they should perform during various market environments.

Kirtland Financial Management, Inc. is an Independent Registered Investment Adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.  

Kirtland Financial Management, Inc. is an Independent Registered Investment Adviser. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
 

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