Second-Opinion Service

Are you on the right track with your current advisor? Second-Opinion Service is a free, completely confidential service I provide to determine where you are now vs. where you would like to be. It never hurts to know more, and I want to help you make the best decisions.

There are 3 potential outcomes:

  1. I find you're in good shape and I advise you to stay where you are.
  2. I find you could improve your situation. If I’m not a fit for your particular needs, I’ll be happy to point you in the right direction.
  3. I find gaps in your current plan and feel I could provide a significant advantage in helping you achieve your goals. We would then explore the idea of working together.

Contact me @ 571.203.1677 to schedule your free second-opinion.

BAIRD HIGHLIGHTS