Seeking a Second Opinion
Looking for a Second Opinion on Your Financial Situation?
Just as a second opinion about your health may be helpful, you may find it enlightening to get a second opinion about your finances. We’re familiar with most university benefits plans and our goal is to help you assess your situation, whether you’re worried about a potential problem or looking for increased peace of mind.
We have a deep bench of in-house estate planning, taxation, and accounting specialists who can view your financial state through the lens of their respective disciplines. Each member strives to help bring valuable insights to apply to your situation, contributing to actionable recommendations customized for you.