Pricing – Second Opinion Service Schedule

When we meet with people, there is always a question in the background… “What’s this going to cost me?”

First of all – one word, MONEY.  Money is a taboo and seldom discussed subject.  It can cause people to have interesting responses.  Often people can’t even determine why they have such a charge by this word.  Is it family, culture, or a life event/experience that causes this – we may never know.

What we have found is that by getting in action, this response dissipates, with time and planning.

Pricing – second opinion service?

Well, the cost to the client is variable, I know, get to the point.  We have a couple of different ways we support clients and prospects.  We have an investment audit, a retirement income plan and even a social security analysis.

The price varies based on what is needed.  Somewhere between $2,500 and $5,000 with some people opting for concierge services including full estate plans, which of course pushes the price up.

The investment audit is the starting point.

When people come to our office it is often needed to understand what issues exist with their current investments.  Sadly, many issues are hidden from people’s view.  This first step exposes the issues such as beneficiary issues, investment portfolio issues, investment return issues and very sadly that people may well run out of money before they expected.

A retirement income report

– the is the crown jewel of all our planning and reports.  We have priced this very reasonably, we believe.

Social Security analysis

Social Security analysis is evaluating how to maximize lifetime income with Social Security.  For individuals and couples.  Note: [VIDEO CLICK HERE] as of 2016 some strategies have been closed.  They were viewed as loopholes and as such, were changed to save money. If you are 62 or older as of 12/31/2015 the impact was minimized.  The only way to figure this out is to review your particular situation.

Take this into consideration:

We have an offer you have to think twice about – it is simply as unique as we are.

We are confident in our services. If we feel you should move forward with the investment audit (not everyone needs this) – we will make you a guarantee**.  If we are unable to expose something that you did not know about your situation (investments or account structure) we will refund your fee. We respect your time and money.  Some people simply don’t need these reports. Notice the below, “ONE OF THREE THINGS WILL HAPPEN”

Pricing – second opinion service

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 am offering to 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.

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.

If you are truly interested in what we can accomplish, give us a call.

** our money back guarantee – If we are unable to expose something that you did not know about we will refund your fee.  What’s the catch?  Nothing, if there is nothing to address you should be validated and not charged or refund your fees.

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