Broker Check

Second Opinion Service

Worried? Frustrated? Feeling Overwhelmed? ...Looking for a second opinion?

Indeed, your investment strategy deserves another look.

Our Second Opinion Service is put into place to help you determine if your retirement plan, financial plan, insurance policy, investment strategy—and even your financial advisor—are working toward your unique goals.

  • How diversified are your investments?
  • Is your advisor taking advantage of the global economy?
  • Are you being sold product or are you getting advice?
  • Who is really managing your money?
  • How much are you truly paying for the advice you receive?
  • How much depth does your advisory team have?
  • Are you getting the face-time with your advisor that you rightfully need?

“Wait and see” is not an investment strategy.

What worked for your investments five years ago—or even five months ago– may not be working for you today. Investment products change. Markets change. Your financial situation and goals change. And your investment strategy should adapt—to your age, financial circumstances, timeline, and the economic landscape.

We believe investing is a process, not a product.

Want to know what kind of financial strategy we would map for you? 

You deserve Springfield's best. Chose the highest standard of financial planning services with a Certified Financial Planner™.