2nd Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.

In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.

We’ll take you through the discovery process to get very clear on where you are now, where you want to go and what the gaps are. Then we’ll evaluate whether your current financial advisors are taking good care of you. If they are, we’ll recommend that you stay with your current advisors. If not, we’ll evaluate whether we would be the right advisors.  Since we limit our practice to a few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.  If we’re not the right advisors for you, we promise to point you in the direction of the right solutions.

Follow the following link for more information and to fill in your information to start the 2nd opinion process.

2nd Opinion Service

Are you ready to create a plan for living the life you’ve always dreamed about?  Contact us today to schedule your complimentary discovery meeting. 

Your Guide to Financial Independence

Rick Epple, CFP(r), CeFT (r)