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.
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.
See where you are and where you’re going.
Take our Dream Architect Assessment to help create the path you seek.
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.