One Simple Question

Q: Are you 100% satisfied with your current advisor, the level of service your receiving and the investment plan that your following?

Yes…if yes...congratulations, finding an experienced, qualified and trustworthy advisor is difficult.

No…if no…then by appointment you’re welcome to either have a phone conversation or come in and sit with me for a complimentary meeting to see if there is a basis for us to possibly work together.

Second Opinion Review

  • Are you feeling confused or frustrated about your investment or retirement strategy? Are you starting to second guess or question the advice you are being given by your current advisor? Is your current advisor ignoring you or slow to respond?
  • We offer no-cost second opinion consultations. Simply click the link here or on the right side of the page to schedule a brief phone consultation.
  • Our confidential review can put your mind at ease that you are either in good hands and being advised properly by your current advisor, or our analysis will confirm that you need to seek new and effective advice. The point is that we will provide an initial confidential and honest assessment of your plan and investment no matter how complex or straightforward you believe your plan might be.