Second Opinion Service
You’re wondering if you’re doing the right thing with your money – especially in today’s environment. Need a second opinion?
Our Second Opinion Service is a fast and risk-free way for investors to get another pair of eyes on their portfolio for recommendations and reassurance.
We’ll answer your important questions, alert you to anything urgent you should consider adjusting and let you know when things look to be in good shape.
Make Sure You're on Track
Every investor should feel confident in their financial game plan and investment approach. That starts with knowing:
- Your investments line up with your risk tolerance and your goals
- You’re taking advantage of your best tax options with your investments
- And what you’re paying in total fees and expenses is worth your results
Now is a good time to reevaluate these important points to make sure you’re on the right path.
Results in 48 Hours
After you take our 10-question quiz, we’ll schedule a time to review your portfolio with one of our experienced advisors. You’ll receive your analysis within 48 hours, along with our tips or suggestions for improvement.
Understand Your Investments – And Your Options
If you’re in great shape already, we’re going to tell you so. If there are problems, we’re going to make sure you know what to focus on.
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-only firm focused on improving lives and inspiring generosity, we’re happy to speak with you to discuss your personal situation.
There’s nothing wrong with knowing more about your current investments and options as a result of our second-opinion service.
If you’re in great shape already, we’re going to tell you so. If there are problems, we’re going to make sure you know what to focus on. Either way, we hope to demonstrate our capabilities, so you’ll know you don’t have to navigate these challenging financial times alone. And if you don’t have someone helping you currently, please know that you do not have to keep walking through this season without guidance. We’re happy to speak with you to discuss your personal situation.