Second Opinion Service

Portfolio S.O.S. (Second Opinion Service) Rescue Your Retirement    A unique service we offer is called Portfolio S.O.S. a no-cost, no-obligation review of your current situation, goals and concerns. 

 How do your plans measure up? 

  • Do you have financial changes on the horizon that you want to talk about with an independent financial professional? 
  • Do you have a retirement plan from a former employer that you are considering rolling over to an IRA?
  • Are you dissatisfied with the service, advice or financial products that you are receiving from your investment management firm or insurance agent?
  • Do you need help in settling an estate or managing an inheritance?
  • Are you comfortable with all of the details regarding your insurance coverages? 
  • Do you have the most competitive products available in today's rapidly-changing insurance and investment marketplace?  
  • Have you reviewed and adjusted your investments in light of the historic stock and bond market volatility?
  • Have you made arrangements to limit your exposure to potentially catastrophic market declines?
  • Have you taken steps to create a guaranteed lifetime retirement income? 
  • Do you know what you are paying for portfolio management expenses?
  • Do you need a professional to talk about your financial situation with, and know that they will only have your best interest in mind?

We're here to help.   

Contact Us today to discuss your your present situation, goals and concerns.  We can help make sense of your current status, and address your most important insurance and investment management needs.  

Make the call.  You will be glad that you did.