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Current Plans Second Opinion

  • 1 hour
  • Free Review
  • Online and/or Webinar

Service Description

If you wouldn't have surgery without a second opinion, why would you accept only one adviser's advice about your retirement future? The RDF will analyze rates of return (ROR) relative to fees and commissions. We do not make investment recommendations but we can take a look to make sure everything is appropriate and optimized. There is no charge for this service.

Contact Details

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