Should You Have A Second Opinion?

“Two minds are better than one” is an old expression that reminds us that it never hurts to have a second opinion.  Most people understand this principle when it comes to major health decisions, but only recently have they understood it to also apply to financial matters.  But it may pay for several reasons.

First, it can educate you on the different methods of financial planning so that you can determine if your current method is the best one for you.  Next, it can point out where your current plan might be deficient, or where something better might be available to you.  Finally, it can provide you with alternative ideas that may better suit your needs and goals.

My second opinion review is entirely complimentary – it costs you nothing.  You will receive the same comprehensive level of analysis that my existing clients enjoy; and you will either confirm that your current plan is correct for your goals or you will realize that some changes may be necessary.  Either way, my goal is that you will be better off with newfound knowledge.

My second opinion review also gives you the opportunity to evaluate my level of skill, knowledge, and experience. It is my belief that you should be able to listen to and evaluate any ideas I recommend, without cost to you. I believe you deserve to fully understand my analysis and recommendations and have your questions answered.  In some cases, clients have divided their investment portfolios between me and their existing advisor in order to evaluate who is best suited to satisfy their needs and goals, and who represents the best fit.  No matter what you decide to do, you will always benefit from a second opinion.