Second Opinion

Let us help you ...
We understand that financial matters, retirement accounts and investment portfolios can be complex and confusing and many investors wonder just what the heck is going on. We offer a complimentary consultation to review your investment or retirement portfolio and tell you what we see as the positives of your portfolio as well as the potential pitfalls. If your portfolio has suffered big losses in 2000-2002 or in 2008 we would be happy to give you some suggestions and ideas that can help you better protect your portfolio moving forward.

Let us help your family and friends ...
Should we decide to work together, one of the services we offer you is to make ourselves available as a sounding board for your friends and family members. We offer complimentary objective second opinions that can be used to make informed decisions. We realize that we cannot be all things to all people. Therefore, we will not always be a good fit for all people, nor they a good fit for us. Should this happen, we hope you understand that there is some other advisory firm that can better serve their needs.

Click here to arrange a meeting for your second opinion.