SECOND OPINION

Could your retirement plan
use 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.

sweet-financial-sticks-horizontal

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

Sweet-Financial-History

See where you are and where you’re going.

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

Access Now

Sweet-Financial-Services-Wealth-Assessment-Scoring-Sheet

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