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Second Opinion Financial Services & Advisors in Houston TX

Why choose Awaken Wealth Partners for Your Second Opinion Review?

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When making major life decisions, it’s always wise to get a second opinion. Whether it’s buying a house or having an operation, you take every precaution to ensure you’re making the best decision.

A second opinion review for your wealth portfolio and planning helps build confidence in knowing you are making the right decisions for yourself and your loved ones, today and for the future to come.

When selected to do a second opinion review, here are just a few factors we consider:

  • Does your wealth management professional have a financial plan that will grow with you throughout the seasons of life?
  • Is your wealth management team a fiduciary?
  • Do you know fees and expenses you are paying to manage your wealth?
  • Is your wealth management team reviewing tax minimization strategies with you?
  • And lastly, is legacy planning included in your wealth portfolio?

Take Advantage of a
Second Opinion Review

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HOUSTON | 281-816-5051

KINGWOOD | 281-358-0134

Peachtree City | 770-460-5421

IMPORTANT CONSUMER INFORMATION

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Disclosures:
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Awaken Wealth Partners are not affiliated companies.

DISCLOSURES

THRIVENT PRIVACY & SECURITY POLICY

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Check the background of our representatives on FINRA’s BrokerCheck.

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