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.

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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

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

    Social SecurityMedicare AnalysisEstate Plan Review401(k) AssessmentLife Insurance Assessment