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Second-Opinion Service

Client Centered

Decisions around retirement are some of the most important decisions you will make in your lifetime.  It is very important to get these decisions right.

To make sure you are headed in the right direction, ask about our complimentary Second-Opinion Service.  We can evaluate your situation and the assumptions you are using and give you our opinion on whether or not we think they are realistic.  We might see potential problems that we can bring to your attention right away.  Or, we might confirm that what you are doing seems reasonable.  

There is no obligation to work with us.  Contact us today to get started.