A Second Opinion

  Is NOW the time for a Second Opinion...?


Questions to ask yourself:

  • Do you have a plan?
  • Do you feel unorganized or unprepared for retirement?   
  • Are you diversified?
  • Does your portfolio make the grade?
  • Do you know the fees you are paying?
  • How long have you invested?
  • Do you receive up to date advice? Quarterly or Annually?
  • How often do you see your current Advisor?
  • Is your Advisor accessible and available?
  • What are your Social Security strategies?


Call us today to schedule a complimentary second opinion... 702.396.1603.