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Second Opinion Financial &
Estate Reviews
Whether you’re a do-it-yourselfer or have an arms-length relationship with a financial advisor at a large brokerage firm, it sometimes can be prudent to seek a second opinion from an independent CERTIFIED FINANCIAL PLANNER . As such, we can provide an objective holistic review of your current financial and insurance situation, and provide recommendations where needed. You then have the freedom to act upon the suggested recommendations as you see fit. The bottom line: you benefit from an objective viewpoint on the financial and structural health of your estate. |
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