fbpx

In this unprecedented environment…

2nd Opinions Can Matter More than 1st Opinions

Finances can push anyone to the pint of extreme anxiety and worry. Planning for retirement brings so many questions; do I have enough money saved, how can I pay fewer taxes, when should I file for social security, do I need long term care insurance and more.

Let's Chat

Getting a second opinion can sometimes help more than the first opinion. Especially if the first opinion came from an investment advisor, traditional advisor or worse yet, your brother-in-law! Nothing wrong with any of them, they just might not have a handle on proper retirement planning.

 

“May your choices reflect your hopes, not your fears.”
-Nelson Mandela

Schedule a Complimentary Chat Today





    I’d like to chat about:*Required

    General Financial/Retirement QuestionsRetirement Income ProjectionPortfolio AssessmentTax Efficiency AssessmentLong Term Care

    Social SecurityMedicare AnalysisEstate Plan Review401(k) AssessmentLife Insurance Assessment