The Value of Your Second Opinion Meeting

  • See where you stand relative to your financial goals
  • Gain immediate insights on steps you can take right away
  • Get an idea of what retirement will look like for you
  • We act as a fiduciary; we serve your best interests

Filbrandt offers a no-obligation "Second Opinion" meeting to review your current financial situation relative to your retirement, portfolio, and estate planning goals. We will discuss important planning strategies and several planning ideas you can implement immediately.

The meeting is typically one hour in length. There is no cost or obligation for a Second Opinion meeting. 

Ready to schedule your Second Opinion meeting? Complete the form or call (844) 948-0894.

Schedule a free, no-obligation review