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The Second Opinion
Someone hands you a contract to sign. An annuity proposal. A rollover form for an inherited retirement account. A managed-account agreement drafted by your late husband's advisor. A settlement decision in a divorce. Something about it does not sit right, but you cannot put your finger on why.
In ninety minutes, we go through exactly what the document says — the fees, the commitments, the disclosures, what is being explained plainly and what is being left out. You get a written summary and a set of specific questions to bring back to the person selling it to you. No alternative product is offered, because there is not one.
This is for the moment when something important has been put in front of you and you need an honest second opinion before you sign.
The Second Opinion
Someone hands you a contract to sign. An annuity proposal. A rollover form for an inherited retirement account. A managed-account agreement drafted by your late husband's advisor. A settlement decision in a divorce. Something about it does not sit right, but you cannot put your finger on why.
In ninety minutes, we go through exactly what the document says — the fees, the commitments, the disclosures, what is being explained plainly and what is being left out. You get a written summary and a set of specific questions to bring back to the person selling it to you. No alternative product is offered, because there is not one.
This is for the moment when something important has been put in front of you and you need an honest second opinion before you sign.