Request a Savant Second Opinion

Schedule a Second Opinion Consultation

Why is a financial second opinion important?

  • Second opinions are sometimes necessary in medicine, for example, because a misdiagnosis with our health can have significant consequences. The same should be true of our financial well-being.
  • It will help you determine if your portfolio is properly designed to achieve your goals.
  • It may afford you opportunity to make necessary changes before it’s too late.

Who qualifies for a Savant Second Opinion?

  • Anyone who is not currently confident with their financial situation or advisory relationship.
  • Investors who demand unbiased, transparent advice.
  • Refer to Savant’s “Client Requirements” page for more details.

What you can expect from a Savant Second Opinion?

  • Independent, objective advice. We are completely fee-only; we do not sell any products.
  • A thorough no-cost analysis of your portfolio. Our team of Certified Financial Planners and investment professionals work together to evaluate your current situation and prescribe effective action steps to improve your probability of success.
  • An opportunity to ask questions. No question is “off limits.” In many instances we will ask you to complete one of our Ideal Futures Health AssessmentTM to help us assess your current state, identifying needless risk and prioritizing opportunities that closely align your decisions and assets with your goals.
  • Most importantly, you will experience peace of mind, knowing that you have done your research and considered all the options.

Schedule a Second Opinion Consultation