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Our Second Opinion Process

A cup of coffee and a second opinion

As everyone knows, second opinions are valuable. Just as you would seek out second opinions from attorneys or doctors to safeguard your physical health, a second opinion from a Retirement Planning professional may help you protect your financial health.

In our initial meeting we will review all your goals and all relevant information concerning your current financial status. We do not intend on making any judgements or decisions at this point. We know we will have more work to do in the upcoming meetings.

After our information gathering process we take time to thoroughly review your portfolio and all your current holdings. A big factor we need to understand is your risk tolerance and current levels. We analyze all your financial priorities, whether it is prospering in a secure retirement or passing your wealth on to future generations within your family. We test these goals internally to see if you are on track and prepare for our next meeting together.

In our second meeting we will lay out your financial goals and whether or not we feel you are on track. We will have a discussion regarding the positive and negative influences currently holding your financial situation. You will know at the conclusion of the meeting where you stand. And if not on track, what steps need to be taken to get where you need to be for your future.

Is our second opinion service for you?

If you thrive on discovering the latest "trends,” prefer trusting your instincts or random advice over sticking to a strategy, or believe in chasing returns by jumping in and out of the market, our firm may not be for you.

We pride ourselves on working closely with clients who have clear goals, realistic expectations, and a cool head. We work hard to help protect our clients from making emotional decisions that can negatively impact their long-term investment success. We believe that a plan involves discipline, a long term perspective and regular reviews to keep your goals in focus.

We are a firm for select individuals. With that in mind, we are selective to whom we work with regarding your financial future. If we do not feel we can bring you value, we may not recommend our firm for you. Our processes for second opinions are exceptional. You will know where you stand and what road you need to take to meet your goals successfully.

Please contact us to arrange for a second opinion consultation and enjoy a cup of coffee on us.