The document discusses obtaining a Financial Second Opinion from an independent financial planning team. The team will coordinate with existing advisors like accountants and brokers to provide an objective review of investments, insurance policies, retirement strategies, estate plans, college funding, and more. The Financial Second Opinion will give a concise report on vital financial matters affecting the individual and their family. It aims to provide a life-impacting second opinion of one's overall financial position.
1. You would get a second opinion for a
serious medical condition.
The Financial Second Opinion™
Your financial health is too important to leave to chance.
What About A Second Opinion
on Your Current Financial Plan?
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