Getting a Second Opinion

While not a substitute for a comprehensive financial plan, a check-up or “second opinion” can be an invaluable step in ensuring your family’s well being. During our complimentary, one-hour consultation, we’ll perform a high level review of:

  • Investment allocations and diversification

  • Portfolio risk level as compare to your risk tolerance

  • Current beneficiary designations

  • Life insurance needs and choices

  • Education funding

  • Estate planning

Even if you are currently working with one or more financial professionals, a second opinion can add considerable peace of mind. In addition, a fresh set of eyes may uncover issues not previously addressed.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.