Second Opinion Service

With all the complexity and volatility in today's financial markets, many investors are actively considering switching financial advisors. They're unsure of what to do now. Are they well positioned to stay with their current financial advisors, or should they switch financial advisors? And if so, how can they find the right one?

To help these people and those they care most about, we now offer our second-opinion service so that they can make informed decisions. In this service, we provide a second opinion. We take them through the discovery process to get very clear on where they are now and where they'd like to go. We'll examine any of the gaps that need to be filled and, if they're in good shape with their current providers, we'll let them know. Or if it's more appropriate for us to work with them, we'll begin that process.

We work only with clients for whom we can have a major impact. If our second-opinion service reveals that they should consider switching financial advisors and that we're not a good fit, we'll be happy to point them in the right direction for a financial advisor who can work with them more effectively.

If you would like a second opinion or know someone who would most benefit from our second-opinion service, let us know today.