Our Second Opinion

Not all financial plans are created equal. And even the best plans need a sober, second look to ensure they are producing optimum results.

At Himmelman & Associates we are pleased to provide a complimentary second opinion of your financial plan. It's a candid and thorough overview of every aspect of your financial life, designed to assess and improve on your financial situation -both now and in the future. There is no fee involved, and no obligation. If our insight and advice can help improve your financial plan, we would consider it a privilege to become your financial advisor.

 

 

 

In the Fall 2018 edition:
Creating a financial plan that's you-nique.