Even if you are working with an advisor, it may be a good idea to have another financial professional look at your plan. A second opinion may confirm that you are on the right track or it may uncover areas or concerns that haven’t been addressed.

A second opinion may be a good fit for you if:

  • You are not sure whether your current plan will meet your financial goals
  • Your financial goals and objectives have changed since you began the planning process
  • You lack clear and consistent communication with your current advisor
Client meeting