A second opinion
Already have a plan? Let’s look it over together.
Maybe you have an advisor, an annuity, or a plan you never fully understood. Bring what you have, and I’ll help you understand it in plain words.
Questions people bring me
- Do I understand what I own?
- Am I paying too much?
- Does my plan still fit my life?
- Is this annuity right for me?
How I help
You bring your statements, policies and any plan you were given. I read through them with you and explain what you have, what it costs, what it is meant to do, and whether it still matches your goals.
You may leave reassured that you’re on track. You may leave with questions to take back to your current advisor. Either way, you’ll understand your own money better.
What to bring
- Recent statements for your accounts
- Any annuity or insurance contracts
- Any plan or proposal you’ve been given
- Your Social Security statement
Common questions
Will you try to take me away from my current advisor?
No. A second opinion is about understanding what you have. What you do with it is up to you.
What does a second opinion cost?
The first conversation is complimentary. If you want a full review after that, it is billed by the hour, and you’ll know the cost before I begin.
Other ways I can help
Retirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreSocial Security timing
When to claim, and how that choice fits with the rest of your income.
Learn moreAnnuities and insurance
What they are, when they fit and when they don’t, and how I’m paid on them.
Learn moreInvestments and risk
A mix that matches how much up and down you can live with.
Learn more
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide