sos

second opinion service

Getting a second opinion is a proven way to expose unnecessary risk and uncover what’s really possible. That's why we offer a second opinion free of charge.

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BEST CASE

We tell you that you are on the path to success.

We wish you well.

You win.

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WORST CASE / OPPORTUNITY

We show you why your portfolio and plan aren't optimal.

We add value with objective advice.

You win.

how to win

REACH OUT

• Let us know you're ready

• Never hurts to learn more

DISCOVERy

• Complete discovery process

• SOS Portfolio Review

INVESTMENT PLAN

• Presentation of SOS results

• Present improved plan

MUTUAL COMMITMENT 

• Confirmation of commitment

• Implement improved plan

FOLLOW-UP

• Develop and implement advanced financial plan

PROGRESS review

• Ongoing review of goals and progress