An independent second opinion on your investments — for a flat $295.
If you already have an advisor and you’re not sure they’re earning their fee — or you manage your own money and want an expert to check your work — a CFP® professional will give you an objective review of your investment portfolio and what you’re paying in fees.
A free 15-minute call first — no cost, no sales pitch. We’ll confirm the Second Opinion is the right fit before you pay anything.
A Second Opinion is for you if…
You have a financial advisor, but you’re not sure what you’re paying them — or whether you’re getting your money’s worth.
Your money is at a large national firm or brokerage, and you wonder whether the advice you get is truly independent.
You manage your own investments and want a professional to confirm you haven’t missed anything.
You’re approaching retirement and want one objective check before you commit to a plan.
A Second Opinion isn’t a sales meeting. It’s a paid, independent review by a CFP® professional — and you keep the detailed findings whether or not you ever work with us again.
What your $295 Second Opinion covers.
A CFP® professional gives your investment portfolio a full, independent review:
✓ Your holdings — a clear picture of what you actually own, and why.
✓ Your risk level — whether your portfolio’s risk matches your goals and your timeline.
✓ Your allocation — how your current mix compares to the allocation that’s right for you.
✓ Your fees — what you’re really paying in expense ratios and advisory costs, and whether it’s reasonable.
It’s all delivered in a personalized report you keep — regardless of whether you decide to work with us.
Second Opinion or “Am I on Track?” — which one fits?
The Second Opinion is the focused review — your investment portfolio and the fees you’re paying. If you want the full retirement picture — a tax return review, Social Security timing, a 0–100 retirement readiness score, and a complete retirement roadmap — that’s our “Am I on Track?” assessment ($590), which includes the investment review plus the broader retirement-planning work. Not sure which you need? We’ll help you decide on your free discovery call.
Simple, one-time pricing — $295.
The Second Opinion is a flat $295, paid once, when you decide to move forward. There’s no ongoing commitment and nothing to cancel.
And if you choose to become a client within 30 days of receiving our recommendations, we credit the full $295 toward your financial planning or tax preparation service — so the review effectively pays for itself.
Frequently Asked Questions
-
Your current advisor is reviewing their own recommendations. A Second Opinion is independent — a different CFP® professional, with no stake in the portfolio you already hold, looking at it fresh.
-
No. The Second Opinion is a standalone review. You keep your accounts where they are, and there’s no obligation to change anything — or to work with us afterward.
-
Your current investment account statements. We’ll tell you exactly what to send on your discovery call.
-
About two weeks — from when you share your documents to when a CFP® professional walks you through the findings.
-
If the review surfaces even one overlooked fee or one holding that doesn’t fit your goals, it typically pays for itself. And if you become a client within 30 days, the $295 can credited back based on which ongoing services you select.
30+
YEARS
Helping families navigate complex retirement decisions
FIDUCIARY
Your interests come first — throughout the relationship, not just at the point of sale.
TRANSPARENCY
Clear pricing, no hidden fees, no surprises.
PROPRIETARY PRODUCTS
No proprietary funds. No incentives to push them.
As Seen In
Get an objective read on where you really stand.
Book a free 15-minute discovery call. We’ll confirm the Second Opinion is the right fit, answer your questions, and tell you exactly what to send — no cost, no pressure.