Retirement Income Planning Second Opinion Service

….a message from Richard Loek:

We represent a select group of families, for whom we can have a major beneficial impact.  We enter into only a handful of new relationships per year, most via personal introductions from our existing clients and associates.  I wanted to offer you a service that we provide to our best clients for the people they care most about.  In my career, I have never seen so much money in motion; so many people wanting someone to “check under the hood” to make sure they are on the right path. People are very unsure of what to do now.

Before we move on, in our experience you have one nagging question – what will this cost?! We have very reasonable prices from $395 to $4,995 depending on what your needs are.  For example some people know they want to work with us and want the Retirement Income Plan, which is $3,500.  See our pricing sheet for complete details.

Five key elements, stewardship and results
A track record worthy of being proud of.

To help the people you care about make informed decisions, we offer our second-opinion service.  We’ll take them through our exclusive Five Key Element Process℠. Our Five Key Element Process is, by design, compassionate and respectful. Our process also fulfills on our promise to deliver, Trust, Respect, Understanding and Love.  We’ll help expose and examine any of the gaps that need to be filled.  My mother worked in the health services field and told me, “…a second opinion simply makes sense…”


  1. We find out that you are in good shape and advise you to stay where you are, or,
  2. We find out that you could better your situation. If we are not a fit for your particular situation, we’ll be happy to point you in the right direction to a financial advisor who can work with you more effectively, or,
  3. We find gaps in your current plan and feel we could provide a significant advantage in helping you reach your goals.  We would then explore the idea of working together with you.

With nothing to lose and so much to gain – call us 866-589-9366 Toll-free.

** Money back guarantee.  Pretty simple.  If we fail to find an issue that you were not aware of we will refund 100% of the fee you pay us to perform the 2nd opinion.  When have you had a second opinion with this guarantee?

** Available for clients with investable assets of $250,000 or more.

Leave a Comment