SECOND OPINION
In many situations, clients may have an advisor or may have met with an advisor regarding a specific retirement goal or need. In each scenario, there may be questions of what my other options are or if you already have a plan in place but are unsatisfied with the results, we can help. As an Independent Advisory Firm, we offer a large array of products and exclusive strategies that will allow every client to have more choices and experience at their disposal. Come get a second opinion today
Getting a Second Opinion
While not a substitute for a comprehensive financial plan, a check-up or“second opinion” can be an invaluable step in ensuring your family’s well
being. During our complimentary, one-hour consultation, we’ll perform a high
level review of:
- Investment allocations and diversification
- Portfolio risk level as compare to your risk tolerance
- Current beneficiary designations
- Life insurance needs and choices
- Education funding
- Estate planning