Second Opinion Service


In our current economy, it's likely that you know someone who has sought out financial advice and felt dissatisfied with the direction they received. Finding a trusted source of information can be difficult, which is why we started our complimentary Second Opinion Service.

In order to further assist our clients, we're pleased to offer financial expertise and guidance to their family, friends, and associates, free of charge. 

What to Expect

If you’d like to take advantage of our complimentary Second Opinion Service as a client, we’ll arrange a Discovery Meeting with your friend, family member, or colleague. During the meeting we'll assess their financial goals, and ensure that they're on the correct track to meet them. 

For each Second Opinion, we create a Total Client Profile and personalized analysis of their financial situation— a value of over $5,000— for free. Interested in this service? Get in touch today and let us show you how we can help.