SECOND OPINION SERVICE
Your Financial Health Deserves a Second Opinion
OVERVIEW
We approach things a little differently
Our holistic approach to evaluating your financial health goes beyond your holdings and account balances. We also consider your total assets, liabilities, cash flow, and tax situation.
Our comprehensive 3-step process will give you a clear picture of where you are and a roadmap of where you might go.
Do you have these common questions?
Does my current financial plan align with my goals?
Are my investments performing as well as they could be?
Will my savings last as long as my family needs them?
Does my financial advisor have my best interests in mind?
Day 1
- Section 1 – Life Planning for Retirement
- Section 2 – Retirement Needs & Expenses
- Section 3 – Retirement Roadblocks & Mistakes
- Section 4 – Retirement Income Sources
Day 2
- Section 5 – Retirement Plan Distributions
- Section 6 – Investments
- Section 7 – Risk Management (Insurance)
- Section 8 – Estate Planning
The Three Step Process
Our second opinion service
Step 1:
We’ll DISCOVER who you are: your situation, long- and short-term goals, and your risk tolerance.
Step 2:
Next, we’ll ANALYZE your current plan to ensure it is aligned with where you want to be.
Step 3:
And finally, we’ll RECOMMEND the best course of action for moving forward, based on your financial and lifestyle goals.
EYEBROW PLACEHOLDER
Live the life you want to live
7 out of 10 people who try this complimentary service become clients.
