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 plan to ensure that you will have guaranteed lifetime income?
  • Do you have a written retirement income distribution plan?
  • Does your financial advisor have over 22 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 Second Opinion

Contact us today, for a second opinion on your retirement and investment strategy.

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Second Opinion Meeting Checklist

  • Completed Client Profile Questionnaire (Required)
  • Most recent Brokerage and Investment Statements (IRA's, 401K, Pensions, Annuities)
  • Most recent "Earnings Statement" from the Social Security Administration
    (Available on their Website –

Client Profile Questionnaire

Click on the Client Profile Questionnaire to download the pdf, fill out and submit the form to
We will review your submission and & follow-up with you shortly.

Empower your retirement knowledge with The Little Red Book of Retirement

When most people think about retirement, they may simply think of an age or an amount of money to retire with. These two factors alone aren’t enough to secure a prosperous retirement. The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Download your free digital copy here to get started!

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