Second Opinion Checklist PC1317-Digital


Here are several things to keep in mind when considering a second opinion:  PRIORITIZE QUALITY OVER QUANTITY The amount of time you’ve worked with your advisor should not impact your ability to evaluate the quality of his or her service and performance.  RECOGNIZE DIFFERENT TYPES OF FINANCIAL PROFESSIONALS In recent years, a number of professional services providers, such as attorneys, insurance agents and CPAs, have started offering limited financial advice. When seeking a second opinion, make sure you are comfortable with the provider’s background, experience and potential limitations as they relate to the products and services offered.  BE TRANSPARENT It’s natural to be discreet about your financial life, but you benefit most from a second opinion when you are transparent. Share your goals of early retirement or how unsettling news reports keep you up at night. Clearly

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