Financial Wisdom Passionately Applied
We have come to find that most high-net-worth individuals value a second opinion. It can be beneficial to have someone see if the guidance you are receiving is still aligned with your goals, time horizon and risk tolerance, and that there are no gaps in your plan.
We offer a complimentary and confidential second opinion. We can either confirm you are on track for meeting your goals or offer our analysis and recommendations, including referring you to an advisor who we believe would best fit your needs.
To arrange for a complimentary and confidential consultation, please complete the form or call us at 404.564.9090.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.