A Second Opinion Matters.
Is Your Current Financial Advisor Addressing Your Financial Growth Needs?

Watch This Short 2 Minute Video to Learn Why You Should Schedule Your Complimentary Second-Opinion Service.

It's Okay to Get a Second Opinion. Many times, it's the Right Thing to Do For You and Your Family.
In today's challenging economy you may be in a complex situation or just unhappy with the advice from your current advisor. It's not uncommon for many high-net-worth investors to seek out a second opinion on their finances.

That's exactly why we created our new complimentary Second-Opinion Service.

Let's help you ensure that you're working towards your financial goals.
How Much in Liquid Investable Assets Do You Own?
Would You Like to Speak with a Financial Professional to Discuss Growth Options for Your Portfolio?
*We dislike SPAM as much as you. We will never sell or rent your information*

Here's What You Can Expect.

We approach each new engagement with a consultative process. This keeps an open dialog between us, so that we can learn more about your values and goals. 

Second Opinion Service:
  • Reserve Your Appointment: Typically, we reserve this service for our existing clients as a friends and family only offering. But, for a very limited time we are offering this service at no charge. 
  • ​Discovery Meeting: We'll look at where you are today, Where you want to be and then Identify any Current Gaps or Potential Roadblocks preventing you from achieving your financial goals.
  • Investment Plan Meeting: Assuming that we both agree that we have a basis for working together, we'll invite you to return for a complimentary Investment Meeting Plan. 
Even if you decide not to work with us after your initial consultation, you can expect to walk away with a complete Total Client Profile and personalized analysis of your current financial situation. 
All Rights Reserved. The Badii Group.
Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. MEMBER FINRA/SIPC BROKER CHECK Badii Group, LLC and IFG are unaffiliated entities.

Registered Representative can only offer securities in the states where they are registered. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy.

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