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Get A Second Opinion On Your Investments

Second Opinions Are Not Just For Your Health

A Free Second Opinion on Your Investments Can be Critical

We all know the benefits of getting a second opinion before undergoing a major medical or surgical procedure.

Usually, your doctor has prescribed the right course for you, but not always. It doesn’t hurt to get a second opinion.

The same benefits can be true regarding your investments and your financial plan. If your planning and investments haven’t been reviewed in a while, or you really aren’t sure about them, consider a second opinion from us. 

Your current plan might not be feasible and you or your advisor may have allocated your investments the wrong way. Find out by calling us. There is no cost to you.




Find out if your current plan is likely to work.

Save Money on Taxes

Find out if you are paying more than you should in taxes.

Stop Overpaying

Make sure that you are getting what you are paying for. We’ll go through your statements to make sure.

Investment Checkup

Receive an independent analysis of your investments.

Get Your Financial Plan Checkup!

We can work by phone, video, or even in person, with appropriate precautions.

Let us know your goals and we can review your current financial plan, your investments, insurance, etc. – even your estate plan. (Michael is a licensed attorney who practice estate planning.)

We can answer questions you may have about the market, strategies, or basic financial principles. We can apply your situation and concerns to your current plan to see how everything lines up.

Financial Temperature Check

If you’d like, you can tell us a little bit about your situation, and we can provide some preliminary guidance.

This secure tool is optional but is a great way for you to see how you are currently doing. 

I will only see the results if you choose to share them with me.  Get your free financial temperature check here.

A Second Opinion and Some Good Old Conversation. Because It Never Hurts to Ask!

Make an Appointment

Schedule your Complimentary Second Opinion Service meeting today.

Get in touch! 


(267) 573-1019


37 S. Main Street Yardley
PA 19067