Second Opinion Service
Whether the result is a confirmation you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long term financial plan.
It is simply not possible to get a reliable second opinion from the same person that gave you the first one.
There are three possible outcomes from using our Second Opinion Service:
- We conduct our review and it shows your plan is doing what it should and that you are on the right track. We wish you well and hope you leave our office with a little bit more confidence.
- Our review reveals that some minor changes may be in order, and that your current advisors/agents are the right fit to make those adjustments for you. We’ll compile our recommendations and provide them to you to take back to your current team.
- We determine some major adjustments are necessary and that we could be the right team to help you get back on track. We will fully explain our findings and how we determined them, fill you in on the CCWMG investment and client service philosophies, and see if you agree that we are a fit for each other.