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Second-Opinion Service

There’s nothing like a second opinion.

It can save you from a bad decision; it can reassure you that you are doing the right thing. It may lead to new options, new choices you hadn’t considered or noticed before.

When it comes to your health, a second opinion certainly matters. When it comes to your wealth, it also counts. In times like these, it’s important to make informed decisions with your money.

Times change, and the passage of time can cause us to examine our financial assumptions and strategies. 

Think about the following questions:

  • Have you saved enough for retirement?
  • Have you planned sufficient retirement income?
  • How are you positioning your wealth? Are you okay taking the same approach that you did 10 years ago or two years ago, or is it time to change it?
  • Have you done enough insurance planning?
  • Are you saving for college costs in the way that makes the most sense for your overall financial picture?
  • Will you need long term care? If the need does arise, how will you pay for it?

A second opinion may save you from procrastination, a wrong turn, or the opportunity cost of a decision poorly made. It may also alert you to new options – ways that may help you save money, make more money, and retain money in the future.

We would like to offer you our professional opinion.

It won’t be off the cuff – it will be informed by knowledge of your financial life, your Goals, priorities and your preferences. We will only offer our Second Opinion after a conversation or two, after discovering or catching up with all of your details.