October 2013

What is a Second Opinion Portfolio Report?

What if advice had no hidden agenda and recommendations had only your best interests in mind?  At OSBORN Wealth Management we’ve taken the if out of that question by creating our Second Opinion Portfolio Report.

Wile E. Coyote’s Acme Budget & Debt Ceiling Kit

Who would have guessed that the Looney Tunes cartoons of my childhood would be the reality of my financial advisory adulthood? I can’t help imagining all the Wile E. Coyotes of Washington DC chasing the illusive fiscal Road Runner. Some will reach for the speedy bird and end up grabbing the third rail of health care (ZAP, sizzle).

OSBORN Wealth Management is a fee only advisory firm dedicated to providing conservative asset management, experienced retirement planning and unbiased financial advice. Blog posts are intended for informational and educational purposes, only, and are not an offer to sell. As individual's circumstances are always unique, please consult a professional before embarking on any changes to your investment, planning, tax or legal situation. For questions on this Blog post, or general inquiries about our professional advisory services, please give us a call at 800-889-7401 or email me at drummond@osbornwealthmanagement.com.

SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

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