Second Opinion Program

---

 A fresh set of eyes can reveal opportunities that may have been overlooked. Our complimentary, no-obligation Second Opinion Program is designed to confirm your current plan is truly on track—or uncover ways to enhance it. 

 Our team will take a close look at:

• Your current investment allocations (is your portfolio aligned with your goals?)
• Hidden fees that may be eating into your returns
• Any old IRAs or 401(k)s that have been left behind at past jobs
• Tax-saving opportunities, including Roth conversions
• And for those with large cash balances — how much your money is actually earning (and how much more it could be doing for you)

• An honest, easy-to-understand assessment of your current situation
• Actionable recommendations you can use—whether you work with us or not