How much are the right financial and investment choices worth over a lifetime? How much do the wrong choices cost? Are you ready to consider using fee-only, long-term advisory services to help navigate these decisions?

Do you have concerns and desire a no-obligation consultation about a financial plan, an investment portfolio, an IRA or Roth IRA, 401k, 403b, SEP, setting up a defined benefit or defined contribution plan, investing an inheritance, using managed accounts or about a similar issue? A second opinion can provide perspective and a clearer picture. Sometimes the most important asset is a fresh look at an existing financial or investment situation. Self Worth Financial Planning is happy to act as a sounding board, and provide an independent, unbiased, second look. Please contact Self Worth Financial Planning for further information.

There is never any cost or obligation unless someone decides to become a client and signs an advisory agreement. And should a Self Worth Financial Planning second opinion lead to a referral or even a new client, well, that’s fine too.