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.

BEST CASE

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

We wish you well.

You win.

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

 
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