We continually have people directed our way that are simply unsure of their current financial situation, and/or have investments which they believe need attention.

For these reasons, as a valued client, we extend our second-opinion service to your trusted friends, family, and associates.


This service is meant to offer your relationships a commitment-free, complimentary glimpse at the care and guidance you have come to expect from us.


Make Sure You’re On Track

With our second opinion service, they can expect a comprehensive review of their current financial plan including the following:

  • Help with establishing and/or clarifying current Plan Goals: Are they achievable, realistic and do they mirror their true wishes?
  • An overall investment analysis with a focus on whether the investments work well together toward achieving their Plan Goals.
  • A comprehensive risk analysis to ensure their various insurance coverages are in line with their Plan Goals.
  • A personal risk score to ensure that the investment strategies employed are in line with their risk appetite and Plan Goals.

Gain a Better Understanding

In the end, we will help them gain a better understanding of their current financial situation and answer the questions, “What am I missing?” and “What mistakes could I be making that I’m not aware of?”


As always, we are humbled by your continued trust in our firm and we thank you for sharing what we do with your friends and family.


Invest with Trusted Guidance

If you’re not totally satisfied with your current advisor or if you aren’t currently working with a financial professional, we want you to know you don’t have to navigate these challenging financial times alone. As a fee-based firm focused on improving lives and inspiring generosity, we’re happy to speak with you to discuss your personal situation.