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Why should you consider a second opinion?

A second opinion may:

  • Help to determine if your existing asset allocation is properly aligned with your values, goals, and risk tolerance.

  • Uncover potential gaps in your financial strategy.

  • Enable you to ask questions about areas which may not be clear.

  • Provide confidence that comes from understanding you are on track toward your goals.

By obtaining a second opinion you can gain comfort knowing that you have done your research to provide for those who depend on you and the legacy you will leave.