As a service for our clients, we make ourselves available as a sounding board for any friend or family member. When someone you care about needs financial guidance, we will make time to meet with them and work to point them in a helpful direction.

How can we help?
As financial stewards, we always want to make ourselves available to those you care about – even if it’s to confirm that they’re on the appropriate track. That is why we created our Second Opinion Service.

How to access our service?
1. If a situation arises where an individual may need assistance with a financial matter such as retirement planning or investing, you are welcome to share with them your experience in working with our team.

2. Ask the person if they would like to meet us. With their permission, call our office to provide us with their personal contact information.

3. We call them to introduce ourselves and have a preliminary discussion about their needs. The purpose of the meeting is to gain a solid understanding of their goals, objectives and current situation so we may provide them financial guidance.

4. Following the meeting, we will determine the most critical action items. If they need ongoing assistance, we will mutually decide next steps. We may also direct them to other resources as necessary.