Getting a Professional 2nd opinion could be the smartest move you'll make this year.

Want to find out if getting a 2nd Opinion will help you? Ask yourself a few questions:

Are you properly diversified?
Are you overpaying for fees and advice?
Are you taking too much risk?
Do you really understand what's in your portfolio?
Is there anything toxic in your portfolio?

As long as the market is going up, you're happy. But when the market hits a rough patch, will your portfolio hold up? Or will it get crushed under the weight of the next bear market? A 2nd opinion can detect how much risk exposure you have, so you can make the adjustments that will prepare you for the next downturn.

Design your own 2nd opinion with these building blocks

We believe that the best way to get better results is by learning new investing skills. The place to start is by taking an inventory of your goals, strategy, and portfolio. This is what a second opinion does for you. Once you understand where you are today, you can begin the process of learning how to do better.

Ask for a "quick look" at your portfolio to find out if there might be anything amiss.
Ask specific, targeted questions about issues that are causing anxiety or frustration
Test your strategy, decision process, information sources, or market assumptions
Vet your broker, advisor, planner, or subscription service
Order an in-depth portfolio diagnostic report to really find out what's under the hood
Use us as a sounding board for an idea, a strategy, or a decision
Hire us to consult with you on an hourly fee basis. Dive as deep as you like into your investing process.

Whether you're looking for simple answers to specific questions, or a deep dive into the effectiveness of your current investment plan, we can tailor your 2nd opinion to meet your needs. We can work with you over the phone, on Skype, via email, or text. You can choose one of our packages, or hire us to consult with you. We only charge for actual time spent researching your issues and preparing your report.

These engagements can be as brief as 30-minutes, or as long as several hours. It all depends on what you want to get out of it.

Here's a sample page from an In-Depth Portfolio Diagnostic Report.