Fall - 2018 | Second Opinion Partners

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Individuals
Going Through a Divorce
In Between Jobs
Caring For/Loss of a Loved One
Entering Retirement

Fall – 2018

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Awards & Recognition

Amazon Best Selling Wealth Management Authors: "Navigating Life's Transitions: Connecting Your Means to Your Meaning"
Five Star Wealth Management Award Recipients: (as seen in Chicago Magazine) 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012
Impeccable Client Retention Record: We've maintained a 90%+ client retention for over 20 years
In The Media: We possess a deep history of appearances and mentions throughout national and internationally recognized outlets
Assets Under Advisement: Over $300M
Multi-State Licensed: We represent clients in over 38 states and growing

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About Us Who We Help News & Education Events

Featured Services

Second Opinion Review LifePrint^® Advantage Legacy Program

The 2ND Difference

We Don't Push Products Financial Education Holistic Planning We Can Be Wherever You Are NFLPA Registered Financial Advisor LifePrint^® GuideCenter^®

I am...

An Individual Going Through a Divorce Caring For/Loss of a Loved One In Between Jobs Entering Retirement

Tools & Technologies We Use

MoneyMind^® HonestConversations^® InvestmentViewfinder℠ Financial Control Scorecard^® Priority Action List LifePrint^® GuideCenter^® The Guidebook

Careers

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Contact Us

Call 800.596.0253

Call 800.596.0253

Resources

Getting Started Documents Financial Calculators 2ND Weekly Digest 2ND Quarterly (Print) Newsletter 2ND Press Kit

Check the background of this investment professional on FINRA's BrokerCheck »

*Awards are not indicative of investment performance. a. *Navigating Life’s Transitions was identified on Amazon as a best seller in the Wealth Management category on 10/3/2014. Amazon’s bestseller list includes popular products based on sales and is updated hourly. Securities offered through Securities America, Inc., Member FINRA//SIPC. Advisory services offered through Securities America Advisors Inc. and Arbor Point Advisors, LLC. 2nd Opinion Partners, Securities America Inc, and Arbor Point Advisors, LLC. are separate and unrelated companies. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. The number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate the quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,636 Chicago area wealth managers were considered for the award; 356 (8 percent of candidates) were named 2020 Five Star Wealth Managers. 2019: 5,430 considered, 429 winners; 2018: 5,449 considered, 435 winners; 2017: 3781 considered, 438 winners; 2016: 3,411 considered, 725 winners; 2015: 5,833 considered, 716 winners; 2014: 8,161 considered, 744 winners; 2013: 3,998 considered, 772 winners; 2012: 2,970 considered, 780 winners.

Contact Us: 800.596.0253

About Us Who We Help News & Education Events

Featured Services

Second Opinion Review LifePrint^® Advantage Legacy Program

The 2ND Difference

We Don't Push Products Financial Education Holistic Planning We Can Be Wherever You Are NFLPA Registered Financial Advisor LifePrint^® GuideCenter^®

I am...

An Individual Going Through a Divorce Caring For/Loss of a Loved One In Between Jobs Entering Retirement

Tools & Technologies We Use

MoneyMind^® HonestConversations^® InvestmentViewfinder℠ Financial Control Scorecard^® Priority Action List LifePrint^® GuideCenter^® The Guidebook

Careers

Career Opportunities

Resources

Getting Started Documents Financial Calculators 2ND Weekly Digest 2ND Quarterly (Print) Newsletter 2ND Press Kit

Check the background of this investment professional on FINRA's BrokerCheck »

*Awards are not indicative of investment performance. a. *Navigating Life’s Transitions was identified on Amazon as a best seller in the Wealth Management category on 10/3/2014. Amazon’s bestseller list includes popular products based on sales and is updated hourly. Securities offered through Securities America, Inc., Member FINRA//SIPC. Advisory services offered through Securities America Advisors Inc. and Arbor Point Advisors, LLC. 2nd Opinion Partners, Securities America Inc, and Arbor Point Advisors, LLC. are separate and unrelated companies. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. The number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate the quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,636 Chicago area wealth managers were considered for the award; 356 (8 percent of candidates) were named 2020 Five Star Wealth Managers. 2019: 5,430 considered, 429 winners; 2018: 5,449 considered, 435 winners; 2017: 3781 considered, 438 winners; 2016: 3,411 considered, 725 winners; 2015: 5,833 considered, 716 winners; 2014: 8,161 considered, 744 winners; 2013: 3,998 considered, 772 winners; 2012: 2,970 considered, 780 winners.

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