Second Opinion Service

For many people, these are extremely challenging times. Many individuals are not sure that they are going to be as financially secure as they had expected. They hear conflicting opinions and get incompatible counsel.

We offer a service to help you see through the noise of the marketplace so that you can make informed decisions. We call it our Second Opinion Service.
If this service indicates that you are accomplishing your objectives, we will tell you. If we see an opportunity for us to have a significant impact on your financial future, we will describe how that might be accomplished.

It’s free, there is no obligation and it could make a difference in your financial future.

To learn more about our Second Opinion Service, you may call us at (956) 686-9551, email us at or use the form below.

  • Office Locations

    McAllen, Texas Office
    By appointment only
    1400 N. McColl Rd., Suite 204-A
    McAllen, TX, 78501

    Austin, Texas Office
    13740 Research Blvd., J-3
    Austin, TX, 78750
    (512) 258-0609

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