S.O.S. Second Opinion Service

It is always wise to ask a professional for a second opinion on important matters. Few things are more important than your financial security. When was the last time you had your plans reviewed by an experienced professional? A successful financial plan needs regular review, and an independent process. To that end, we will see if your “financial house” is in order, to enjoy a 20 - 30 year retirement.


We will review your overall investment risk, performance and fees, help to save tax dollars, make sure your estate plans are in order to leave a legacy to your family or favorite charity, help you develop an end of life care plan, review your protection strategies and look to save you premium dollars.


Most of us want to know that we are in the best place financially for our personal situation. However, many don’t have the resources, or may simply be too close to the situation to be objective. That’s where we come in. I am available for virtual or in person meetings to review your goals, statements, accounts, and policies.


For a Complimentary Second Opinion:

Please click here to schedule a virtual 30 minute meeting to get started. You can also call or email to coordinate an in office visit.