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.
We tell you that you are on the path to success.
We wish you well.
WORST CASE / OPPORTUNITY
We show you why your portfolio and plan aren't optimal.
We add value with objective advice.
how to win
Let us know you're ready
Never hurts to learn more
Complete discovery process
SOS Portfolio Review
Presentation of SOS results
Present improved plan
Confirmation of commitment
Implement improved plan
Develop and implement advanced financial plan
Ongoing review of goals and progress