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Evaluate your Path with a Second Opinion

Client Centered

Sometimes, it is tough to know if you are on the right path.

Are you wondering if that major purchase is right for you long term? Are you worried if you will you have enough money for retirement and fund your children's education? Is it time to sell the house and move?

Our Second Opinion Service Can Help

Regardless of whether you have been working with a financial advisor, or you have been doing things on your own, we are happy to talk with you to give you a second opinion and answer your questions.

Learn more about Financial Journey Partners, or about possibly becoming a client, with our Second Opinion Service.

We only work with clients when we are the right fit for them and they are the right fit for us. If we are not able to help you, we will refer you to someone that we think likely can.

We can help. Call us today to set up a complimentary consultation.

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