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 expertise 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
Even if you are currently working with one or more financial professionals, a second opinion can add considerable peace of mind. In addition, a fresh set of eyes may uncover issues not previously addressed.

We make retirement planning easy

Receive your 1-on-1 Review

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 about 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 expertise at their disposal. Come get a second opinion today.