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Financial Services

Second Opinion Service

Receive a Second Opinion

Whether the result is confirmation of you being on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan. There are no requirements to have an SOS meeting, just an open mind.

Learn more about SOS
Retainer-Based Planning

Retainer-Based Planning

Planning does not mean you need to have assets with your advisor. Our Milestone Clarification ProcessTM allows you to keep all your assets where they are. Once we meet with you, we put together a customized two-year plan containing specific milestones that lead you to your long-term planning goals.

Learn more about Retainer Based Wealth Management Planning
Household Endowment Model

Household Endowment Model

Working with you, our team aims to ensure that your money is invested where it has the best chance to perform — at a risk level you’re comfortable with.

Learn more about the Household Endowment Model
Special Situation Projects

Special Situations

Not all situations fall under one specific category. Whether it is business insurance or a 1031 case, we work with you to determine the best course of action and where we can help.

Learn more about Special Situation Projects
NFL Players

NFL & Professional Sports

Frederick E. Hubler Jr. is a retired member of the National Football League Players Association (NFLPA) Financial Advisor Program.

Learn more about portfolios for Professional Players


Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.

Learn more about our Second Opinion Service

Top 12 benefits of Retainer-Based Planning.

There are several differences between retainer-based advisors and standard advisors, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!

Download Whitepaper

The top 12 benefits of Retainer-Based Planning.

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