Retirement Second Opinion

when you meet with us...

what to expect

Format: One-on-one session

Length: 60–90 minutes
Delivery: [Video / Phone — you choose]
Preparation: You’ll be invited to share relevant documents or questions in advance

There is no pressure to decide anything during or after the session.

The goal is simple:

You leave with clearer understanding, steadier footing, and restored confidence in your own judgment.

a note on independence

Retirement Second Opinion sits on your side of the table.

This work is independent, non-product-based, and educational by design — so you can engage without wondering what’s being sold or why something is being recommended.

ready to take a second look?

If you’re feeling unsure, pressured, or overwhelmed, you don’t have to navigate this alone.

A calm second opinion can help you:

Understand what’s in front of you
Separate fear from facts
Make decisions from clarity rather than urgency