We base our business on long term relationships and assist our clients through the
five areas of wealth management:

  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Tax Planning
  • Estate Planning

Get a Second Opinion About Your Financial Plan

Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.

Schedule a meeting with us for a second opinion and here's what you'll get:

  • We'll spend most of the meeting discussing your needs and listening to your answers.
  • We'll answer all your questions regarding our fees and the services we provide.
  • We'll talk about your current investment strategy and make notes for our follow-up conversation.

Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.

After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.

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