Second Opinion Service

Are you looking to the future with apprehension or anticipation?

We became financial advisors to help people make informed decisions about their financial future. 

As a value-added service, we make ourselves available to act as a sounding board for friends and family members of our clients, along with those of you who are generally curious about your current financial situation. 

One of two things typically occurs when someone goes through our process.  Either we validate for them that their current approach is fundamentally solid, or we reveal a few minor flaws that they might want to consider adjusting.

But either way, if they are a friend or family member of yours, we will make ourselves available and strive to ensure that this is a great investment of their time.  Frankly, it is the most fulfilling aspect of our jobs and one of the primary reasons we became financial advisors.