No Risk and High-Value Second Opinion
Getting a second opinion about your finances can provide you with a fresh perspective and potentially uncover opportunities or risks that may have been overlooked. It can also help validate the advice you've received from your current financial advisor or offer alternative strategies that better suit your goals and risk tolerance. Ultimately, it adds another layer of confidence and assurance in your financial decision-making process.
It’s too important. Build clarity and confidence in your plan.
Our no-obligation Second Opinion service can give you greater confidence that your plan is positioned for success.
Uncover risks. Identify opportunities.
Identify opportunities and experience our approach before committing to a partnership.
Clients often value our complimentary second opinion review. This no-fee service is designed to help you identify potential gaps and opportunities in your financial plan.
Our 1ST MEETING - Better Questions
In our first meeting, we ask you a deeper range of questions to really understand your situation. This allows us to develop better answers that can help you develop greater confidence and clarity in your plan.
- Review your financial situation.
- Discuss your goals, values, and what is most important to you.
Our 2ND MEETING - Better Answers
After analyzing your situation, at our second meeting, we outline gaps, opportunities and strategies we have identified. Topics can range widely, including wealth accumulation, distribution, retirement success, protection and risk management, investment performance, tax optimization, and estate planning
- Identify gaps and overlaps to maximize efficiency.
- Both accumulate wealth and have a tax-efficient retirement income.
- Protect the wealth you have.
Get Started
Please complete the contact form and we'll be in touch. Your personal information will be transmitted via a secure connection and will not be shared.
Recognized for Leadership
We are proud to be recognized as a leading national team thanks to our valued clients, our colleagues, and our partnership with Northwestern Mutual and the Private Client Group.
Forbes Top Financial Security Professionals (2022, 2023)
Forbes Financial Security Professionals Best-In-State (2022, 2023, 2024)
Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Forbes Top Financial Security Professionals list (July 2022,2023). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Forbes Best-in-State Financial Security Professionals list (July 2022,2023). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Connect with Us
Please complete the contact form and we'll be in touch. Your personal information will be transmitted via a secure connection and will not be shared.
Note: We respect your privacy. By submitting the information above, you consent to Northwestern Mutual and its representatives using the information you provide to communicate with you and to provide more information about our products and services. Please do not submit personal identifying information such as your birth date, account number, or social security number. Please do not submit trade instructions, fund transfer requests, etc., or any non-public information about your Northwestern Mutual policies or accounts.