2nd Opinion Meetings

Financial planning can be extremely complex. Just like you would get a 2nd opinion regarding a health issue, we think you should do the same for your investments.

We offer a complimentary consultation if you’re unsure about the services of your current advisor.

Investors that might benefit from a 2nd opinion:

Female advisor making calculations
  • Not sure if their investments align with their goals
  • Wants to better understand their current financial plan
  • Unsatisfied with the communication or service from current provider
  • DIY investor who wants a professional opinion to see if they’re on track

Schedule a meeting