Second Opinion Service



Why consider a second opinion?

Most people won't hesitate to obtain a second opinion when faced with a serious medical diagnosis or major career decision. Yet, many are not even aware that they can receive a second opinion on their investment and financial strategies—the most important determinants of long-term financial success.

A second opinion from an independent, unbiased financial advisor can provide important insight and perspective, and in certain instances, provide a clearer picture of your financial situation and outlook.


A second opinion from Lewellyn Financial Management may:

  • Help you determine if your portfolio asset allocation is appropriately aligned with your goals, values and risk tolerance.

  • Point out any gaps in your financial strategy or areas of missed opportunity.

  • Provide an opportunity to make necessary adjustments before it's too late.

  • Enable you to ask questions about areas you're not completely clear on, or you aren't comfortable asking your current advisor.

  • Provide the confidence that comes from knowing you're on the right track toward your goals.

Most of all, a second opinion gives you the satisfaction of knowing that you have done your research and considered all the options in providing for those who depend on you and the legacy you will leave.

What to Expect

Lewellyn Financial Management makes obtaining a second opinion both easy and enjoyable. When you contact us to schedule your second opinion, one of our professional associates will provide you with a Confidential Questionnaire to complete in advance of our meeting.

  • During our meeting, we will sit down with you to gain a thorough understanding of your values and goals. We'll ask you about your family, your career goals (if you haven't already retired), your plans for retirement and other information to help us determine what is most important in your life.

  • Following our meeting, we will analyze your current financial situation and strategy, based on the information provided to us, and develop a formal, written analysis of your investments and holdings. This may include recommendations for areas where we feel risk could be better managed or opportunities have been missed.

  • We will meet with you a second time to provide our analysis and walk through it line-by-line, answering all of your questions along the way.

You can always rest assured that your meeting with us, and any information provided to help us analyze your situation, is held in the strictest confidence. Maintaining your privacy is always our first concern.