Second Opinion Service
Are you interested in a different perspective on how likely it is you'll reach your retirement income goals?
Or, maybe you just need a confirmation that your plan is on track to having enough money to retire?
What to expect when you meet with us
During our complementary, no obligation meeting, we'll talk about your financial objectives, cash flow requirements, life goals, family situation and concerns. We'll ask questions, evaluate your current plan and provide either:
1) Recommendations for changes designed to increase the likelihood of reaching your goals and objectives; or
2) A confirmation that what you're doing now is working to your advantage
Our professional advice is always delivered in a friendly, straight-forward manner. Our recommendations are clear, easy-to-understand, and delivered in plain-English — without investment jargon.