S.O.S. (Second Opinion Service)

There are about 12 areas every investor should be concerned about.

We offer a complimentary Second Opinion Service for our clients' friends, family members, or co-workers to help answer important questions such as these:

  • Will I have enough money to retire?
  • Am I taking too much risk?
  • Am I paying too much for my investments, in fees or in taxes?

At this one-hour meeting, we will discuss your goals and long-term financial plan. We will also review your investments to make sure you're on track. You will receive a customized Portfolio Gap Analysis Report that will help you more clearly see where you are right now vs. where you could be, including opportunities you might be missing.  Your report will cover 12 critical areas every investor should be concerned about, including stock vs. bond allocation, investment risk, management expenses, trading costs, and tax efficiency.

If you are in good financial shape with your existing plan, we will gladly tell you and confirm you're on track. If, on the other hand, your Portfolio Gap Analysis Report shows some deficiencies, you'll receive an explanation and a discussion of possible solutions. 

If you qualify* for our Second Opinion Service, call us today: (843) 647-7270 or click the "Contact Us" link above.

* To qualify for our Second Opinion Service, investors must have at least $500,000 of investible assets (401(k), IRA, Roth, trusts, brokerage accounts, etc.). 

Visit our FAQ page