Have you been saving your money, accumulating assets, and seeking financial advice throughout your life? If so, give yourself a pat on the back — this is responsible financial behavior, and whether you’ve been doing it for 10, 20, or 30 years, it’s always wise to seek guidance from the experts.

That’s why we offer Second Opinion consultations. While it is commendable to consult with experts about your money, we firmly believe that it is equally as important to get a second opinion. Financial advisors can make mistakes, and it’s possible that you may have missed certain vital details in your planning. 

At West Advisory Group, it is our fiduciary responsibility to act in your best interest. If we find nothing wrong with your finances, you can breathe a sigh of relief and have some peace-of-mind knowing that your finances are in good shape. If we find that there’s room for improvement, we’ll seek every possible outcome to help improve your situation. Either way, it’s win-win!