Investment Second Opinions

Investment Advisory Services

What we do not do.

  • We are not licensed security brokers and we do not give advise on specific security investments.
  • We do not refer you to any specific financial planner. If asked, we will give you a list of several financial advisors that have treated our other clients well.
  • We do not sell any investments or receive any commissions.

So what do we do?

  • We can tell you the tax consequences of specific investments that you are already considering.
  • We can tell you which type of IRA offers the best tax advantage for your current tax situation.
  • We can explain the tax consequences of paying off your mortgage.
  • We can explain the tax consequences of tuition savings plans.
  • We can explain gift and estate taxes.