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SCHEDULE A SECOND OPINION MEETING

You Need a Second Opinion About Your Money.

Do you constantly worry about outliving your money because you are no longer receiving a paycheck? Do you stress about losing too much in income to taxes and fees? Does not having an actual plan in writing keep you up at night with anxiety that you could make a mistake that will ruin your retirement?

You've worked hard to save your money. You can't afford to lose it or waste it. No matter the situation you're in, you owe it to yourself to get a second opinion about your money from a Fiduciary.

 

Find the peace-of-mind you deserve in just 3-simple steps

STEP 1:

SCHEDULE A 15-MINUTE DISCOVERY CALL

STEP 2:

SECOND OPINION

MEETING WITH JOHN

STEP 3:

CUSTOM PLAN THAT'S READY TO EXECUTE 

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

ENJOYING MORE & WORRYING LESS?

Request a no-cost, no-obligation second opinion meeting today.

Simply complete the questionnaire form below to request your Second Opinion meeting.

Our office will reach out to you to go through a quick 15-minute discovery conversation in order to determine if we are a good fit for each other, and get you scheduled for your Second Opinion Meeting with John.