S.O.S. (Second Opinion Service)

A Second Opinion Could be a Wise Move.

When someone experiences a serious health event, they often get a second opinion. But when it comes to our financial lives, we may not realize it if there's a problem. Maybe you're wondering, "Could I be doing better?" Or perhaps you'd just like some confirmation that your current plan is on the right track. Either way, a second opinion often makes sense. Simply fill out the form below and we'll contact you to schedule your complimentary S.O.S. (Second Opinion Service) consultation. (And don't worry, we will never share your contact information.) To qualify, investors must have at least $500,000 of investible assets. 

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Two Questions Most Investors Ask:

  1. "What can I do to protect my money when the market tanks?"
  2. "How can I make more money?"

You. may also be wondering ...

  • 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. 

* To qualify for our Second Opinion Service, investors must have at least $500,000 of investable assets, which may consist of the combined value of all accounts in the household (e.g. 401(k), IRA, Roth, trusts, brokerage accounts, etc.).

Have a Question or Want to Schedule?

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