You receive a ‘Second Opinion’ on your Health…
Then why not on your Wealth?

  • Do you have a true “risk management” plan for your retirement portfolio to avoid the next market crash?
  • Do you have a written retirement income distribution plan?
  • Does your financial advisor have over 15 years of experience providing retirement planning services?
  • What impact will taxes have on your retirement income?
  • How will rising inflation impact your future cash-flow and lifestyle?
  • Do you know the optimal time for you and your spouse to claim your Social Security Benefits?
  • What impact will rising medical costs have on your retirement plan?
  • Are you taking too much risk in your portfolio?
  • Are you taking advantage of Annuities that will seek to protect your portfolio and give you lifetime income streams?
  • Does your financial planner integrate all of these issues into one written comprehensive financial plan?
  • Is your financial advisor a fiduciary who is required to put your interest first and discloses any conflicts of interest?

Get Your 2nd Opinion

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