Our Services

Second Opinion Service

EXCLUSIVELY FOR FRIENDS, FAMILY AND ASSOCIATES OF OUR VALUED CLIENTS AND PROFESSIONAL NETWORK

Studies have shown that more than 80 percent of high net worth investors would value a second opinion of their financial life. Our complimentary fiduciary analysis will help provide clarity and ensure our clients, their family, and friends make informed decisions to solidify their roadmap to financial wellness. The first step in our comprehensive service is a no obligation discovery meeting, where we meet either virtually, or in person to learn about what’s most important to the client and their family’s needs, as well as whether or not we are a mutual fit. Common topics discussed include portfolio optimization, retirement planning, and asset protection. While our entire team acts as fiduciaries with 105 years of combined experience, our Managing Director is an AIF® (Accredited Investment Fiduciary) and a CFP®. Do you know someone we can help? 


DISCOVERY AND ANALYSIS
• They are in excellent financial condition and should continue with their current advisor and plan
• Or their financial wellness has room for improvement and could be optimized. This could mean cost savings, tax efficiency, more optimal investment solutions, or all of the above
• Or we find gaps in their current plan and we can provide them with a significant advantage to help reach financial wellness 


OUTCOME
• If we are the right fit, we move forward
• If we are not the right fit, we will recommend another provider who would act in their best interest
• Either way, a personalized analysis of their current financial wellness and needs is provided at no cost

Our Services

Your dedicated team at The Otto Group focuses on understanding your needs and building strategies with investments, asset classes and solutions that align with your values and help advance your long-term objectives.


FINANCIAL PLANNING

Our team develops comprehensive financial strategies that coordinate and align insurance, investment, philanthropic, retirement and wealth transfer planning needs with your values, tolerances and long-term objectives.



INCOME PLANNING

We help you develop income strategies that fulfill your current income needs while supporting your projected cash flow requirements.



ESTATE PLANNING

We help you and your family create estate transfer strategies with an emphasis on tax efficiency.



PHILANTHROPIC PLANNING

From the establishment of private foundations, to charitable funds and trusts, our team helps you maximize your giving.



RETIREMENT PLANNING

We help you develop holistic retirement strategies with an emphasis on income needs, investments and long-term goals.



GENERATION PLANNING

We work with you and your family to preserve family values and educate the next generation on financial and investment best practices.



PLAN COORDINATION WITH YOUR FAMILY ADVISORS (CPA, ATTORNEY, TRUSTEES)

We help foster alignment of your entire financial picture by working directly with your other trusted advisors to increase efficiency and cohesion.



INVESTMENT CONSULTING

We work with you to identify areas of investment opportunity, providing comprehensive management and ongoing monitoring of
your investments.



PORTFOLIO & ASSET ALLOCATION STRATEGY

We develop custom strategies that help position you to achieve your financial goals and optimize your assets.



INSURANCE PLANNING

We help you discern and meet your insurance needs, including disability, whole life, annuities, long-term care, estate, excess
liability, property and casualty.



RISK MANAGEMENT

Our team regularly assesses your portfolio, the markets and investments to help mitigate risk.

Learn more about The Otto Group