Meet Us for Coffee and Conversation

If your current advice and planning is consistent with where you want to go, we will tell you so.

If not, we’ll explain why.

Then we can discuss if a second opinion of you financial situation is appropriate.

Why a second opinion is so important:

Much like a patient might seek out a second opinion after a medical diagnosis, our second opinion can provide tremendous peace of mind as we work with you to determine if your current investment and financial plan is designed to achieve your objectives, protect your dignity and maintain your independence for life.