Complimentary Reviews

The Value of a Second Opinion

Every client relationship begins "already in progress."

Before our first meeting, each new client has already accumulated a lifetime's worth of decisions, questions, and financial strategies. Many have even acquired an advisor or two along the way.

Our job is not to disrupt what you are already doing, but to get a better idea of where you are in your financial journey, and to help review how this relates to where you want to be.

Over years of working closely with hundreds of prospective clients, we've found there can be great value in offering a "second opinion," informed by our passion for comprehensive financial planning.

Take advantage of our Complimentary Reviews by using the forms below. We strive to be a helpful knowledge resource for your financial journey.

2nd Opinion INVESTMENTS Review—What are my costs & potential risks/rewards?

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2nd Opinion RETIREMENT INCOME Review—What are my income options with Social Security, pension, 401(k) and other investments?

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2nd Opinion TAX PLANNING Review—How might taxes affect my investments & income?

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2nd Opinion INSURANCE & ANNUITY Review—What are the costs, features, and pros/cons of my current contract(s)?

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2nd Opinion SURVIVOR INCOME PLANNING Review—How can my spouse's income needs be met when I am gone?

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2nd Opinion ESTATE PLANNING Review—What potential estate planning issues does my family face?

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