Second-Opinion Service

Exclusively for friends, family, and associates of our valued clients.


Get an objective second opinion from a trusted and friendly source.

The outbreak of the COVID-19 pandemic has been wreaking havoc in many aspects of our life: financial, health and mental. Many have been questioning their professional, financial and investment plans.

For these reasons, as a valued client, we extend our second-opinion service to your friends, family, and associates.  This service is meant to offer your relationships, at no charge to them, a commitment-free glimpse at the care and guidance you have come to expect from us.

With our second opinion service, they can expect: a comprehensive review of their current financial planning and investment portfolio:


Financial Objectives - we help with establishing and/or clarifying current financial plan goals.


Investment Review - we conduct an overall investment analysis with a focus on whether the investments work well together toward achieving goals.


Tax Efficiency - we run a review of the tax efficiencies of the financial and investment plan.


Risk Assessment  - we run a risk analysis to ensure their various insurance policies are adequate.


Personalized Score - we calculate a risk score to ensure that the investment strategies employed are in line with their risk appetite.

In the end, we will help them gain a better understanding of their current financial situation and answer the question: “Is there anything I am missing?”


Please Click Below for Important Disclosures and a Customer Relationship Summary:
-  Form CRS (Customer Relationship Summary)
-  Form ADV (Brochure)

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