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3320 Ridgecrest Drive, Suite 100, Midland, MI 48642

989-839-9035
gporath@rwbaird.com
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Our Second Opinion Service

Feeling uncertain about your financial path or your current advisor? Our complimentary Second Opinion Service offers a fresh, objective review of your strategy—tailored to your goals, with no pressure to commit. Think of it as a conversation to explore what’s working and what could be better, all on your terms.

Why Now?  

We've never seen so much money in motion or so many people wanting someone to " check under the hood" of their financial plans. There's a lot of uncertainty in today's world, and we want to help make sure the people we work with have peace of mind knowing they're on the right path.

What's Covered in Your Review

We dive into the details that matter to you: your portfolio’s performance, how it aligns with your goals, your comfort with risk, and whether your current advisor truly fits your needs. Our team brings an unbiased perspective, giving you clarity and confidence to make informed decisions.

Why Consider a Fresh Perspective?

Life evolves, and so should your financial plan. A fresh perspective can uncover opportunities you might not see—like adapting to new priorities or refining your approach. With decades of experience and Baird’s resources behind us, we’re here to help you feel secure about what’s ahead.

Is this Right for You?
Could a fresh look at your finances make a difference? We’re here for you if you value honesty, connection, and financial peace of mind—especially as you near retirement or navigate big changes like a loss, divorce, or career shift. Maybe you’re feeling let down by an advisor who’s fallen short on service or hasn’t fully captured your vision. Or perhaps you’re thinking about taxes, cash flow, or how to leave a lasting legacy through planning or giving. If any of this resonates, let’s explore how we can support you.

What to Expect from a Second Opinion Meeting

What to Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

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The Benefits of Consolidating Accounts

The Benefits of Consolidating Accounts

Keeping your accounts in one place isn't just convenient - there are many advantages to doing so. 

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Curious About the Process?

Wondering how it all works? We’re happy to walk you through it. Reach out to us anytime—whether you’ve got a quick question or want to start your review. Let’s chat about what’s on your mind. Fill out the form below or simply give us a call at 989-839-9035.

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