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Second Opinion Reviews

Experience & Expertise

We believe everyone deserves a Second Opinion on their investment portfolio, and our opinion is based on decades of experience and expertise. Your personalized Second Opinion Report will highlight the areas of successful investing, the areas that need attention, and will help provide you with recommendations for improving the financial health of your portfolio.

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Our Second Opinion service identifies the issues that affect your investment portfolio by:

Quantifying your portfolio's level of risk
Clarifying asset concentrations and overweightings
Identifying hidden fees
Instilling knowledge in how YOUR money is really invested