You might have an attorney, an accountant, a stock broker and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your goals? In these volatile times, financial planning is no longer a do-it-yourself project. You need hands on advice, service and support.
For more information about our Financial Second Opinion program e-mail us at info@ifpadvisor.com or call us at 508 -926 - 1437.
