When to Get a Second Opinion

As you approach retirement, there are some red flags to watch out for from your financial advisor. That means it may be time to get a second opinion!

Take the Checklist Challenge HERE to see if it’s time to get a second opinion!

Your advisor should be talking about more than just investments. If you have not integrated all 5i’s, or if you have been in the same investments for a long time, it is time to get a second opinion. Addressing all 5i’s puts all the pieces in sync and adds significant value to your retirement plan.

Give us a call at 844-CARLSON (844-227-5766), and set up a time to speak with an advisor today.

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a free assessment today or register to attend a seminar.

Or give us a call at (844) 227-5766