Get a Second Opinion

No Fee, No Stress, No Obligation

Is your current financial plan in alignment with your goals? Are your investments performing as well as they could be? Is your advisor giving you the best possible advice? If you’ve asked yourself any of these questions, we’d be happy to take a look and give you a complimentary second opinion. Assessing where you are now and where you’re trying to go, we’ll let you know if you’re in good shape or if there are any missed opportunities you might want to consider. Simply fill out the below form and we will be in touch soon.

Is your current financial plan in alignment with your goals?

Are your investments performing as well as they could be?

Is your advisor giving you the best possible advice?

Do the fees you pay justify the services you are receiving?

If You're Not Sure

We’d be happy to provide a complimentary second opinion

Step 1

Initial Discussion

I want to make sure I know what planning you have done, both professionally and personally, and your tolerance to risk so I can make sure the plan that is in place for you makes sense with your goals.

Step 2

Performance Review

I will review your plan to make sure everything currently being done for you is in alignment with your goals, makes sense according to the market, and makes sense according to your tolerance. torisk. In addition, I will look over the fees you are paying and make sure they are justified with the services you are receiving.

Step 3

Deliver Opinion

If your current financial plan makes the most sense for you, I will tell you. If I think we could improve on what's there, I will tell you how. My Goal is to help as many people as possible, and even if the only way I can help is offering a second opinion I will welcome the opportunity to do so today.

Our Location

26501 Rancho Parkway South Suite 102
Lake Forest, CA 92630

GET A SECOND OPINION

Get in Touch

Office: 949.600.8252
Fax: 949.340.2009