If you or a family member were facing a serious health issue, you'd be looking for a second opinion, correct?
Your financial health is just as important. Whether you call it a stress test, reality check, or second opinion, when was the last time you checked the financial health of the family and the business?
Wealth Researcher and Author, Russ Alan Prince, says, "One of the best ways to deal with a possibly economically destructive situation where you're just “not completely sure” or you “feel a little uncertain” is to get a second opinion". Click the link to read his full Forbes article, The Logic Of A Financial Second Opinion.
Our team will look to identify both potentially destructive errors and financial planning opportunities not yet taken.
Our team can help you identify anything potentially destructive to your family, your business, your wealth and your legacy. We will also expose any missed financial planning opportunities. Combined these could be worth a substantial amount of money.
Our flat fee to provide you with an in-depth look at your current planning, and any advanced financial planning techniques you may not have been introduced to is done on a tiered flat fee schedule (plus applicable travel expenses):
Net worth up $25,000,000 is $5,000
Net worth between $25M and $50M is $10,000
Net worth over $50M is $15,000
Our process is completely independent of your present advisory team so you will receive an objective, “tell it like it is”, unbiased report.
Contact Kay Pfleghardt to Schedule your Confidential Second Opinion Today