Did you know that not all financial advisors are created equal? In fact, very few offer truly comprehensive, independent advice. Your financial plan has many moving parts, from investment management to insurance needs to tax and legacy planning. Having an advisor who manages all these aspects together is crucial.
Our Second Opinion process helps us get to know you and your goals and develop acustomized plan tailored to these goals.
First, we help you understand what type of life you want to be living. We go beyond just the numbers and help you figure out how you want to maximize your return on life. Maybe that means taking your family on vacation every year, or buying a vacation home, or just having more time to sit down with a good book. No matter your goals, we help you articulate and pursue them.
Next, we review your current financial plan and make sure everything is being addressed. We show you how you can improve your current situation and help you find a better solution catered to your goals. As fiduciaries, it is our duty to put our clients first and make sure our recommendations are in your best interests. We always put you first.
Click here to schedule a complimentary 30-minute phone call to see if our Second Opinion service can help you get more life out of your money, not the other way around.