Answers to common questions about our no-cost Second Opinion Service.
Yes. Our Second Opinion Service is completely free and carries no obligation. We believe the relationship should come first.
No. We only need your most recent account statements and a summary of your current financial plan. No account access is required.
That’s great. Our goal is simply to confirm that you’re on the right track — or identify anything worth reconsidering. Either outcome is a win for you.
Typically 5 to 7 business days from when we receive your information. We then schedule a call at your convenience.
We will share our honest assessment and, if appropriate, let you know how Penta might serve you better. There’s no sales pitch and no pressure.