Trust Reviews

Second Opinion Service

Are you interested in knowing if your current plan is aligned with your goals? A second opinion can tell you exactly where you are currently with your estate plan and investments.

I’m sure you’ve been working with your current Hawaii lawyer and advisor for a long time and you have a good relationship with him.

Maybe you golf with him and you trust him. But a second opinion will give you an honest review of where you are currently with your estate plan and financial situation.

Let’s say you go to the doctor and you have a pain. I got a little pain. You go to the doctor and he tells you something you don’t want to hear. It’s perfectly fine for you to go across the street and get a second opinion from another doctor and see what they say.

That’s what we are offering, a no obligation second opinion to make sure your current plan is aligned with your goals. 

We will give you an honest opinion with a no pressure and no obligation appointment.