Where are you today?
Analysis of your tax return, cash flow and assets/liabilities helps determine your financial position.
Where do you want to be?
Do you know how much money you will need to retire and stay retired comfortably?
How you get there?
The path to financial security is often filled with twist and turns. A sound financial roadmap is just the start. We will be with you each step of the way.
Second Opinion Consultation
A cup of coffee and a second opinion
By appointment, you are invited to schedule a meeting with us. We will ask you to briefly outline your financial goals and the purpose of your investment portfolio. Then we will review your portfolio with you at no cost.
If we think your investments continue to serve your long-term goals -- despite all the market turmoil – we’ll gladly tell you so and send you on your way with the satisfaction that a second opinion can offer.
If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And if you like, we’ll discuss your options.
You’re invited to call us at your earliest convenience to schedule your no-strings attached appointment. Bear in mind that we are also tax professionals and offer a limited number of financial checkup appointments each week. Thank you for your consideration.