Second Opinion

A Cup of Coffee . . . and a Second Opinion

By appointment, you are welcome to come in and sit with our team and discuss what concerns you most about your financial future. We will provide you an analysis and opinion about your current portfolio.

If we think your investments continue to be well suited to your long-term goals, we will gladly tell you so.

If, on the other hand, we think some of your investments no longer fit with your goals, we will explain why—in plain English. And if you like, we will recommend some alternatives.

Either way, the coffee is on us.

To request an appointment, fill-in the requested information and we will be in touch within one business day. 

Cup of coffee and book in the summer sunlight


Information Requested


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