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 compared to your risk tolerance

• Proper beneficiary designations

• Life insurance needs and choices

• Education funding, and

• Estate planning

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

Most importantly, this is a time to ask questions and get to know one another.