Our company is a unique financial services firm, highly regarded as an “advisors’ advisor” and creator of the Second Financial Opinion™ concept. We assist and teach financial professionals using specialized knowledge from team members who are financial, legal and tax authorities. Our work is highly concentrated for financial professionals and their clients who want to minimize their risks and taxes --- particularly Seniors, business owners and professionals, affluent individuals, charitable organizations and their donors. In short, our firm delivers advanced strategies in conjunction with national experts --- all in a decidedly personal fashion.
Oftentimes a Client is not fully informed about selecting the best choices for their future. This problem typically arises because of the need to reconcile accumulated assets with the almost unlimited number of financial purveyors --- each claiming to be the “best.” This situation is particularly timely in view of the poor market results experienced by so many in recent years.
Our company regularly solves this type of challenge with a “no-obligation” professional process that never includes proprietary products, sales quotas, etc.
In this way Clients can obtain useful information that improves their future financial security.