Checklists / Refer

Checklists


Complimentary Second Opinion Service

If you were advised to have major surgery, wouldn't you get a second opinion? Aren't your finances deserving of the same treatment?

What you will get from our complimentary concierge second opinion service:

  • Written Prescriptive recommendations from a experiences Financial Planner.
  • What are the 5 most common and costly mistakes; and how to avoid them.
  • Creative financial planning ideas.
  • Tax strategies.
  • Total awareness and comprehensive coordination with other advisors.
  • Catalyst for meaningful change that is in-line with your most important life goals.