A 2nd Opinion™ is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner.
Creating and preserving value for your ownership interest is fundamental to leaving your business in style. Today we have the privilege and opportunity to develop, design and implement a continuity plan that allows just that. The Colorado Financial Group, with its partners and colleagues, has developed The Legacy Hand-Off™ to help business owners and asset managers focus and crystallize their objectives analyzing multiple strategies and implementing sound integrated plans.