A second opinion maybe what you need when your current advisor says something you don’t feel comfortable with. Perhaps he is trying to push some expensive financial product onto you and you feel the product offering is dubious. Perhaps you need encouragement to stand up against the bubble mentality of the herd that puts peer pressure on you to conform to the majority view.

A second opinion from us lets you access our independent, creative, contrarian approach to investing. This is the vital difference in obtaining clarity to see investment trends that others, who go with the herd, can’t see.

Protect yourself from bad decisions by declaring independence from the herd mentality. We give you the encouragement and insights that enable you to resist bad ideas held by the majority of the public so that you gain the freedom to invest wisely.

We offer fiduciary fee-only investment advice with an “assets under management program”. No commissions are charged by us. We do not take custody of assets.

Remember: “The fastest way to make a small fortune is…with a large one” (due to reckless, naïve investing).

Hidden Traps in Tax Law