Get a Second Opinion
RFC Financial Planners complimentary and no obligation Second Opinion service.
Do you find yourself asking any of the following questions?
Are my investments performing as well as they could be?
Are there other investment opportunities I could consider?
Does my financial plan align with my goals?
Am I getting the best value for the fees that I pay?
Is my current financial professional answering all of my questions?
What services does my financial professional actually provide?
Does my financial plan take my tolerance for risk into account?
Do any of my investments concern me for any reason?
Is my financial professional proactively coordinating with my other professionals?
RFC will help answer all of your questions so you’re confident with your financial plan in today’s ever-changing world.
1. Kick Off Discussion
We will review your current plan and your risk tolerance to learn about you and your goals.
2. Financial and Performance Review
We will make sure everything aligns with your goals and help confirm whether the costs you’re paying match with the value you are receiving.
3. Second Opinion Delivery
If improvements need to be made to your current plan, we will share those with you. If your plan is aligning with your goals, we will let you know and hope our second opinion gives you comfort in your financial plan.