2nd Opinion Partners

Unlike many financial services firms, we’re an independent fiduciary who provides educational advice using a transparent, fee-for-service model. We do not push products.

Our Second Opinion Review provides you with a non-biased analysis of your current situation and includes recommendations that you can implement on your own without further obligation.

Our LifePrint® Advantage process offers ongoing education, organizational tools, resources and professional advice to give you enhanced control of your financial life.