Get a fresh perspective on your investments and more.
Our "Second Opinion" service is designed for prospective clients seeking reassurance that their investment and tax planning strategies align with their goals.
See if our expertise matches with your needs.
Included is an investment portfolio analysis, tax review, and personal scorecard.
If you're currently working with another financial advisor and are uncertain about the advice you received, aren't happy with your investment strategy, or just want a fresh perspective to help boost your confidence, our "Second Opinion" service could be the perfect solution.
With this service, you'll gain valuable insights from a Certified Financial Planner (CFP®) professional who will thoroughly review your finances, including your investments and recent tax return. Best of all, there is no obligation to continue beyond this initial consultation (though we hope you choose to continue to work with us!).
More specifically, our “Second Opinion” service offers the following benefits:
Investment portfolio analysis
Our investment review includes identifying your risk score and delivering a comparison of your current investment allocation versus your ideal allocation—arming you with the knowledge you need to make changes, accordingly.
Tax-planning observations
We’ll analyze your most recent income tax return to identify potential tax-planning opportunities as they relate to your current situation. Some examples include tax-efficient investment recommendations, wealth-building strategies, and methods to maximize charitable giving.
Personal scorecard
This document provides a visual snapshot of your net worth and acts as a baseline to track your progress moving forward.
Pricing and Other Considerations
A one-time service fee of $295 is due upon engagement.
Should you choose to become a client within 30 days of receiving our recommendations, we’ll apply a $295 credit to the solution you select.
Note this credit only applies to our financial planning and tax preparation services.
See if our expertise matches with your needs.
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