second opinion service

S.O.S. (Second Opinion Service)

If you are like many successful individuals, you and your family already have a relationship with a financial advisor. You may even work with several financial advisors, or be managing your investments yourself. Maybe things are going just fine…or maybe you’re wondering if the advice you’re getting is in your best interest…or your advisors’ best interest?

If so, it may be time to get a second opinion.

Why is a second opinion important?

Much like a patient might seek a second opinion after a medical diagnosis, our Second Opinion Service (S.O.S.) can provide confidence and help determine if your current financial plan is designed to address your objectives and helping you pursue financial independence. Our process provides an opportunity to determine what steps you might take now to get on course.

What does the service include?

Our Second Opinion Service offers a complimentary consultation. It’s an opportunity to just talk in a “no-pressure” situation. No sales pitch, no gimmicks. We’ll provide an objective view of your portfolio and talk about how we might help you and your family pursue your long term goals

What questions should I ask?

Here are some things you might consider:

  • How diversified are my investments?
  • Am I getting real advice or just being sold “product”?
  • How much am I truly paying for the advice I receive?
  • Do I have enough money to retire?

How do I request a Second Opinion?

Click Here to contact us.