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Financial Second Opinion Service

We offer a complimentary financial second opinion analysis of your current financial and estate investment portfolio. When you are unsure of your current financial plan and whether it will lead you to the retirement lifestyle you want, seeking a second opinion is a logical next step.

Consider these questions to determine if you could benefit from our second opinion service, a complimentary financial analysis of your current financial portfolio.

  • Are you on track to reach your financial goals to enjoy the retirement lifestyle you have envisioned?
  • Do you know what your current exposure is to taxes, litigation, divorce, indecision and conventional investment strategies or what we call “the five wealth predators”?
  • How much are you paying for your current financial investment strategies?
  • Has your current wealth and estate plan been stressed tested lately?

When you are unsure of whether your current financial plan will lead to the retirement lifestyle you want, seeking answers from a financial wealth professional is a logical next step.

Let Eckhoff give you a second opinion.

Get a Financial Second Opinion
Financial Second Opinion Service

We offer a complimentary financial second opinion analysis of your current portfolio. When you’re unsure of your current financial plan and whether it leads to your desired retirement lifestyle, seeking a second opinion is a logical next step.learn more

Wealth Management and Retirement Planning

Together with our sister company, Eckhoff and Company, we have the knowledge and experience to artfully assess your needs and recommend long-term strategies for tax, wealth, estate, asset protection and transition planning.learn more

Comprehensive Financial Planning

Along with Eckhoff and Company, we distill the information from your trusted advisors to develop a cohesive strategic plan. With this comprehensive financial planning, you feel empowered to act in the best interest of yourself, your family and your business.learn more