There are many reasons for getting a second opinion on your financial plan and investment portfolio. Is the financial plan recommended by your advisor really the most appropriate for your situation? Is the risk-level in your investment portfolio aligned with your comfort-level? Are you paying too much in fees?

While life is uncertain, and we face new challenges every day, having a solid investment strategy can help protect you against some of that uncertainty. Getting a second opinion can provide peace of mind that your current portfolio is properly aligned with your future financial goals. We’ll guide you through our comprehensive risk tolerance analysis and take the time to listen to your goals and values. Once we know more about you, we’ll review your current financial plan and investment portfolio. We’ll help you fully understand your current plan and future opportunities. If you are on the right track, we’ll let you know. If we think you could benefit from some adjustments, we’ll make our recommendations and ensure you understand them.