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Second Opinion Program for Family & Friends

Second Opinion Program for Family & Friends

| May 08, 2020
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Dear Clients and Friends,

Over the past 30 days, I have spoken with many of you about the impact of the COVID-19 Pandemic. I’ve been transparent about how it may have affected your financial plan and the overall economic landscape. In most cases, we have found that the strategies put in place by my team have been positive and even lessened the immediate financial burden of these events. Approaches such as having 3 – 6 months of cash reserves, and not having money that you may need in the short term exposure to the stock market have certainly worked in our favor.   

However, I know that you may have family and friends that might not have been as prepared. With that in mind, I would like to offer them some support. I believe that we’re all in this together. For me, that starts with being an additional resource wherever I can. 

Starting this week, I have set aside one-hour blocks of time to speak with your friends and family at no cost to them. It is my goal to help get them through this period by offering a Second Opinion Program, even if that means merely alleviating some of the stress caused by worrying about their short-term financial needs.

If you know someone who would benefit from getting a second opinion, you can simply forward this email with my contact information. 

We will then set up a time for them to talk with me, ask questions, and receive some guidance on the best way to move forward and get through this challenging time.

As always, my team and I pride ourselves on being here to support you and your family. Please do not hesitate to call us if you would like to discuss your financial strategy, or even just to chat.

To schedule some time to talk, call 941-625-5811 or email my planning assistant, Jeffery, at

Thank you for your continued trust; I deeply value our relationship.

Faith, patience and discipline,


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