Second Opinion

confidence in your investor

Even a "great" financial plan needs to be reviewed and updated.

A second opinion can provide you with the confidence of knowing where you are in your plan and where you are headed.

 

We will be happy to review your existing plan, evaluate its appropriateness and discuss our findings with you at no charge. We also provide "Fiduciary Level" reviews which evaluate the performance of each of your asset managers and funds against their appropriate peer group, the relevant industry benchmarks and the Investment Policy Statement and/or Investment Policy Committee requirements. These reviews also include, where applicable, a detailed analysis of insurance policy performance and suitability. 

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