Second Opinion Program

Navigating life’s financial decisions can be challenging.  Financial uncertainty is rising and in many cases, people lack the clarity needed to make important financial decisions. 

Keystone Financial Partners is proud to offer you our no cost and no obligation Second Opinion Program.

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What is the
Second Opinion Program?

Keystone Financial Partners

Keystone Financial Partners’ Second Opinion Program is here to provide you with a sense of confirmation and comfort when it comes to your total financial picture. With no cost and no obligation, there truly is nothing to lose!

Our team will take you through a detailed Discovery Meeting and Recommendation Session, all part of our Wealth Management Process. The goal is to determine where you are now, where you’d like to go, and the best way to get there. We’ll identify any of the gaps that need to be filled and provide you recommendations on how to best fix them.

What does the
Second Opinion Program

Keystone Financial Partners

Our Second Opinion Program is designed to provide you with a comprehensive overview of your current financial life. Our goal is to provide you with answers to many of the key questions listed below.

  • Do you know what you are paying in fees and expenses? Are you paying too much?
  • Is your portfolio optimized for tax efficiency? Can further steps be taken to avoid unnecessary taxes?
  • Are you taking too much or not enough risk in your portfolio? Is it appropriate at this point in your life?
  • When was your estate plan last reviewed? Have you updated your account titling and beneficiaries?
  • Do you have a financial plan? When was it last updated?
  • Are you on track to retire when you desire? Will you run out of money before you run out of time?

If you are unsure of the answers to the questions above, our Second Opinion Program can help.

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Who can benefit from our
Second Opinion Program?

Keystone Financial Partners

Over the past 25 years, our Second Opinion Program has helped individuals feel more comfortable and confident with their financial future.

From our experience, the individuals with the below qualities have benefited the most.

  • Open-minded and receptive to professional relationships
  • Friendly and interested in simplifying their financial life
  • Experiencing a life transition such as:
    • Loss of a parent or spouse
    • Retirement, sale of a business, or major career change
    • Divorce
    • Insurance settlement or inheritance
  • Care for their family and/or community
  • Prefer to delegate the responsibility of financial planning to an expert so they can focus on what they love

Why take advantage of our
Second Opinion Program?

Keystone Financial Partners

Everyone has an advisor-whether it’s yourself or a professional you’ve chosen to hire. You might be wondering if things are being missed or if your financial plan is actually on track to meet your goals. These decisions are important and deserve proper attention and planning.

In just a few short weeks, gain the confidence you’ve been seeking as we provide you with:

  • Actionable Recommendations to Improve your Situation
  • A Fresh Point of View
  • Financial Clarity and Confidence for your Future
  • Money-Saving Opportunities
  • Enhanced Financial Strategies and more!
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If you’re interested, schedule a 15-Minute Introduction Call

Second Opinion Program

Keystone Financial Partners

The 15-Minute Introductory Call gives us a chance to ensure our Second Opinion Program is a good fit for you. If we agree to move forward with our Wealth Management Process, we will schedule a time for a Discovery Meeting.

“It never hurts to know more about your current situation.”