CJ&A opens Second Opinion

The following is from a letter we mailed to our clients recently:

You may have heard that I sold my financial planning practice.

Over the years we have heard from clients and prospects about their fears, distrusts and disappointment with other financial advisors.

Because I believe people deserve honest answers about all their financial matters I’ve started a new division of Chuck Jones & Associates called Second Opinion.


  • What they are really paying for the financial plan they were sold!
  • Whether their plan is on track to reach their goals!
  • Whether their plan can get them to the lifestyle of their dreams!

Second Opinion is unbiased advice about all your finances from an expert.
I’m still a Certified Financial Planner™ and an expert in investments, insurance, risk management plus the tax and financial implications of estate planning.

BUT I no longer sell, trade, manage or otherwise represent clients in financial matters. Instead I charge a fee for a Second Opinion. I earn nothing in addition. There are no commissions and no hidden charges.

Here are some more reasons you or a colleague might want to call:

  1. Are you suspicious about why your planner never has time for your questions?
  2. How certain are you about how well your portfolio is being monitored?
  3. Do you doubt that your funds are being managed to meet your goals?

I can answer your concerns,

Chuck Jones CFP®
Founder, Second Opinion

PS: Second Opinion is a way to get an unbiased evaluation of your financial plans from an expert in investments, insurance, risk management, as well as the tax and financial implications of Estate Planning. Find out what you’re really paying, whether you’re on track and if the plan you were sold can get you to the lifestyle of your dreams.

Call this direct line for direct answers: (503) 291-1313

Visit: www.investingsecondopinion.com


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© 2015 Chuck Jones & Associates, Inc., 7110 SW Fir Loop, Suite 240, Portland OR 97223-8025 (503) 291-1313. CERTIFIED FINANCIAL PLANNER™ are
certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP® Board's initial and ongoing certification requirements.