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What is a Second Opinion Meeting?

Do you ever wish you could get a clear and honest evaluation of your current financial situation without being sold investment products? Do you wish you could speak with an adviser without getting that “what’s in it for them” feeling in the back of your mind?

Our second opinion meeting is not a sales pitch. In a one-hour meeting, we review your current financial situation relative to your retirement, portfolio, and estate planning goals and make sure you are not headed toward making any big planning mistakes.  There is no cost for the meeting nor any obligation to utilize our services.

The goal of the meeting is to provide valuable planning ideas professors and physicians can implement immediately. We have developed specific strategies for academic professionals through many years of helping professors and physicians reach financial independence nationwide.