Everyone would like a second opinion at one time or another. You know, the opportunity to bounce an idea or two off someone without any strings attached.
Maybe even just the opportunity to re-evaluate your financial circumstances. Complete retirement planning is not usually a do it yourself project.
As a financial planning professional, I put the different pieces of a client’s retirement puzzle together in the best way possible for them. As such, I/we adhere to the highest legal and ethical standards, and always put our clients’ interests ahead of our own.
On the other hand, our second opinion service, is just that, an educated and knowledgeable opinion on whatever you’re doing or not doing that has you concerned.
Our opinion isn’t flippant; we take the time to get to know you first, and then we give you our carefully considered view of your current financial situation.
Currently, however, we only offer our ‘second opinion’ service to friends, family members, and associates of our clients.