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What We Do

When it comes to financial advice, one size does not fit all.  Some people find value in a comprehensive financial plan while others are in need of a simple financial check-up or a second opinion, provided on an hourly consultation basis.  

Act Two Financial Advisors offers a variety of financial planning options, from one-time planning sessions to ongoing investment management.  We believe we do our best work when we are able to build long-term relationships that include financial planning and ongoing investment management.

We offer the following services to individuals, couple and small business owners.

  •       Financial Check-ups
  •       Second Opinions – investment portfolio risk and expense evaluation
  •       Customized Retirement and Investment Plans
  •       Small Business Retirement Planning
  •       Comprehensive Financial Planning
  •       Ongoing Investment Management
  •       Customized Engagements

Get Acquainted meeting

We offer a complimentary 45 minute “Get Acquainted” meeting. 

Contact Us