Blog Posts

By: Michael J. Searcy

Just as a misdiagnosis can occur with your physical health, the same can happen with your financial health. Financial setbacks can be a challenge to overcome, and the longer you travel down the wrong path, the more difficult it becomes to get back on track. By seeking a second opinion on your financial plan, you may be able to catch those misguided turns and make the changes necessary to reach a successful financial future.

If you starting working with an advisor early in your career and haven't looked at the options available to you today, you may not be aware of the industry changes, competitive standards and technology updates that have helped advisors advance their level of service and care. You may also be facing new life and age situations that weren't addressed in your original plan. In fact, you may have originally been set up with a "plan" filled with insurance and investment products that didn't take into account other aspects of your life.

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