Second Opinion Service

We welcome anyone who is retired or within 5 years of retirement to consider this Second Opinion Service. This service is offered without any expectation and without any cost or obligation to you. Here’s what will happen:

If you feel the need for a new perspective, you are not alone. Over 80% of investors would consider moving to a new advisor that offers a comprehensive wealth management process. (Source: CEG Worldwide)

For more information or to book your Get Acquainted Call, contact our office.