Getting A Second Opinion from a Financial Advisor
Mark Dorfman:
So nobody's an expert in everything. Right? And if you're relying on a single person to help build a financial plan for you. That's great. You got to have trust. You have to have some confidence that this person is doing all the right things by you. But getting a second opinion on your financial plan is probably just as important as getting a second opinion before you're going to go do a surgical procedure. It doesn't mean that the first person who gave you the advice is wrong. We just want to make sure that you're getting the proper advice and that you can move forward with confidence. So let's say you have a financial advisor. You're very happy with that financial advisor. That makes sense. But by sharing that financial information with someone else, we have an opportunity to look for avenues for increasing wealth or removing some of the risks to your financial plan. And if your advisor has already covered all of that. Fantastic, you're in the right place. But there is no downside to getting a second opinion and finding out if there are other ways for you to achieve financial success.
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