Second (or more) Opinions

A good financial advisor has opinions – thoughtful, considered, specific, grounded, accurate. We specialize in quality second (or more) opinions. Sometimes a third or fourth opinion is warranted. Everyone already has a “financial plan”. It is whatever you are currently doing/not doing financially. If it ain’t broke, we won’t try to fix it. However, if it could be improved in one or more significant ways, why not?

“It ain’t what you don’t know that gets you into trouble.
It’s what you know for sure that just ain’t so.”

-Mark Twain

Often very true. But, finding out the things you don’t know can sometimes be very valuable.

“Time and tide wait for no man.”

-St. Marher, 1225

Or woman. And neither does money wait. So, let’s meet and, worst case, waste some time, so that your money won’t accidentally waste away.