SECOND OPINION

Do you have enough confidence in your current advisor to get a second opinion?

Just as it’s important to receive a second opinion on medical or health-related matters, Sweet Financial believes it is important to get a second opinion on your financial health as well.

Our Second Opinion report diagnoses your personal finances and reveals how your portfolio might respond to a variety of economic situations. It then highlights the areas where you may need improvement to ensure your strategies stay aligned with your goals.

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Organize your retirement finances.

Get a free copy of “How to Organize Your Retirement Finances” to learn new tips and tricks of getting on track.

Download

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See where you are and where you’re going.

Take our Dream Architect Assessment to help create the path you seek.

Access Now

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Are you working with the right advisor?

Discover what a “right fit advisor” means to you, uncover areas of improvement for your situation, and decide if you need a second opinion.

Find Out Here