Second Opinion Service

When faced with a major decision or life event, you may seek guidance from a friend, family member, colleague, doctor, or other person you trust.  A second opinion may help as you consider your options. 

A second opinion of your financial situation may also provide you a new perspective, useful information, or reassurance. 

Our second opinion service begins by meeting with you to understand your current situation and your specific goals for the future.  Using the initial steps of our Look Forward! planning process, our team analyzes your current plan and portfolio. 

We hope your plan is thorough and your portfolio is well positioned.  If not, our Advisors will recommend ways to better position you for success.  If we don't believe we can help, we will refer you to someone who we believe can.

Regardless of the outcome, you will receive a professional analysis of your current situation.  Contact Us for an initial discussion to see if you are eligible for our complimentary Second Opinion Service.