Getting a Second Opinion

While not a substitute for a comprehensive financial plan, a check-up or “second opinion” can be an invaluable step in ensuring your family’s well being. During our complimentary, one-hour consultation, we’ll perform a high level review of:

  • Investment allocations and diversification

  • Portfolio risk level as compare to your risk tolerance

  • Current beneficiary designations

  • Life insurance needs and choices

  • Education funding

  • Estate planning

Even if you are currently working with one or more financial professionals, a second opinion can add considerable peace of mind. In addition, a fresh set of eyes may uncover issues not previously addressed.

 

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Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. Rajah Asset Management, Rajah Insurance Design, and Securities America are different entities.

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