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