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Second Opinion Service (S.O.S.)

You will often seek a second opinion when it comes to your physical health or medical situations, but what is often overlooked is your financial health. While it is possible that your financial strategy has worked for you in the past, do you feel your investment strategy is preparing you for the future? Our Second Opinion Service or S.O.S. program provides you with a customized "check-up" and a review of your "financial health".

We have a deep commitment to anyone striving to improve their retirement and their current financial security. Americans, in general, are not saving the necessary monies for retirement. We welcome you to take advantage of our Second Opinion Service as a way to know where you stand with your personal financial fitness.