Chuck Jones Second Opinion Reports are available at three increasingly complex levels:
You get honest answers based on the plan you've been sold and the objectives you were seeking. I'll tell you if you're on track. And, if you like help you see what has to be done to reach the lifestyle of your dreams.
If you have any doubt about your current plan, call me today. We 'll take a look at it together and answer your questions.
I'm a certified financial planner(CFP®) and expert in investments, insurance, risk management and the financial and tax implications of Estate Planning.
Over the years I've heard from clients about their fears, distrust and past disappointments with financial advisors.
I believe that people deserve honest answers.
Today, I do not sell, trade, manage or otherwise represent clients in financial matters. My fee for second opinions is my only payment. I earn nothing in addition. There are no commissions and no hidden charges.
Chuck's sage advice
Here's the deal: This little gem is chock full of suggestions that can save you hundreds if not thousands. You pay the handling & shipping and it's yours FREE.