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We AreĀ
Second-OpinionĀ
Portfolio Specialists
Schedule A Meeting With Our Founder, Geoff Hakim, CFP
Step 1
Take Our Short Qualifying Profiler
First Name
Last Name
Email
Select the size of your investable portfolio.
<=$1 million
>$1 million and <=$2 million
>$2 million and <=$5 million
>$5 million and <=$10 million
>$10 million
Rate your anxiety about your wealth.
My losses in 2022 really scared me.
Investing has become more complex and uncertain.
I have a plan but am uneasy how it's working.
I have a plan and I'm on track but want to learn about new ideas.
Select one or more issues to discuss.
How can I protect my wealth from losses?
How can I minimize my taxes?
How can I secure more income for retirement?
What approaches can I take to protect my assets?
What else would you like to tell us?
Submit Your Profile to Geoff
Step 2
Schedule Time
with Geoff