Second Opinion Services

Do you know if you are on track to reach your financial life goals and to enjoy the retirement lifestyle you have envisioned?

secondopinion

When you are uncertain of the diagnosis given, you seek a second opinion.

Why not explore your wealth and estate diagnosis with a second opinion? Consider these questions to learn if you could benefit.

  • Do you know if you are on track to reach your financial life goals and to enjoy the retirement lifestyle you have envisioned?
  • Are you aware of your current exposure to the five wealth predators?
  • Do you know the cost of ownership of your current wealth and estate plan, including fees and expenses? 
  • Has your current wealth and estate plan been stressed tested?

 

Schedule a Complimentary Second Opinion Assessment to meet with a Wealth Consultant and Principal of our firm.