Second Opinion Service Request Form

On a scale of 1 to 10, how satisfied are you with your current financial advisor, the level of service you've been receiving, and the investment plan they've had you following the last couple of years?

If the answer to that question is anything less than a 9 or 10, we invite you to take advantage of our second opinion service.

Through the discovery process, we will determine where you are now, where you want to go, and examine any gaps that may need to be filled.  Our analysis will help to determine whether you are well-positioned to stay with your current financial advisors or if it's more appropriate for us to work with you.  We work only with clients for whom we can have a major impact and if we're not a good fit, we'll be happy to point you in the right direction for a financial advisor who can work with you more effectively.

To request a second opinion for yourself or someone else, please complete the form below.

Second Opinion Service Request Form


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