A cup of coffee and a second opinion

​Even the most prepared individuals on the cusp of retirement or those already retired may come to question the wisdom of the investment plan they've been following.

At OCTO Capital, we've seen many different situations, created a lot of retirement plans, and manage those plans for many clients. And we can certainly empathize with people who find retirement planning and investment management troublesome.

We'd like to help, if we can, and to that end, here's what we offer:

A cup of coffee and a second opinion
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• By appointment, you're welcome to visit with us for a while (in-person, virtually, or on the phone).  We'll ask you to briefly outline your financial goals - what your investment portfolio is intended to do for you. Then we'll review the portfolio and a plan for and with you.

 

• If we think your financial plan and investments continue to be well suited to your long-term goals - we'll gladly tell you so, and send you on your way.

 

• If, on the other hand, we think some of your investments or a plan no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

 

• Either way, the coffee is on us.

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• Schedule an introductory call below to discuss your situation, or whatever is of financial concern to you and your family.

Schedule an Introductory Call

We are accepting new clients by referral or invitation only.