What is a Second Opinion Meeting?


Filbrandt & Company offers a no-obligation "Second Opinion" meeting to review your current financial situation relative to your retirement, portfolio and estate planning goals. We believe you'll find this meeting beneficial, as we will discuss important planning strategies.

Our goal is to make the meeting educational in nature, and for you to leave with several planning ideas you can implement immediately. The meeting is typically one hour in length. There is no cost or obligation for a Second Opinion meeting. 

Ready to schedule a Second Opinion meeting? Complete the form, or call (844) 948-0894.

Get a Second Opinion on Your Finances

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