Get a Second Opinion on Your Investments

A Free, No-Obligation Review to Help You Invest with Confidence​

Are you wondering if your current investment strategy is truly working for you? Whether you're managing your own portfolio or working with another advisor, our Second Opinion service offers a fresh, professional perspective—at no cost to you.​

What You'll Get

• A complimentary review of your current investment holdings
• Insights into risk, diversification, and alignment with your goals
• Suggestions for potential improvements or red flags to consider
• No sales pitch. No pressure. Just honest feedback.

Why It Matters

Markets change. Strategies evolve. And sometimes, what worked yesterday may not be ideal today. Our Second Opinion service is designed to help you:​

✅ Spot hidden risks
✅ Identify unnecessary fees
​✅ Ensure your investments reflect your values and goals
​✅ Gain peace of mind

Who It's For

How It Works

• Self-directed investors seeking validation
• Those working with another advisor but wanting a fresh look
• Anyone unsure if their portfolio is truly optimized

• Share your current investment statements securely
• We review and analyze your holdings and strategy
• Receive a clear, concise report with our observations and suggestions

No Commitment to Work with Us, Just Clarity and Peace of Mind.  A True, Unbiased Second Opinion.

Ready for a Fresh Perspective?

📅 Schedule Your Free Investment Review
Let’s make sure your portfolio is working as hard as you are.​

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Frequently Asked Questions

1. What is the purpose of this website?
This website is designed to provide information about our services, help you get in touch, and offer useful resources to support your needs.

2. How can I contact you?
You can reach us through the Contact Form on the site or click the Request a Free Consultation button above. We typically respond within 24 hours.

3. What services do you provide?
We specialize in retirement planning, financial readiness assessments, and personalized consultations to help you achieve your financial goals.

4. Is my information secure?
Absolutely. We use secure forms and data protection measures to ensure your personal information is safe.

5. How do I schedule an appointment?
​You can click the Request a Free Consultation button above or the Contact Form on our website to request a time that works for you. We’ll follow up with confirmation and details.

Please Note - This free service is designed for professionals and business owners age 50+ with $1M+ in investable assets or $2M+ in net worth who are seeking clarity on their retirement readiness and legacy planning.

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Disclosures

General Disclosure Statement
InTrust Advisors, Inc. is a state registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where InTrust Advisors, Inc. and its representatives are properly licensed or exempt from licensure.

No Offer or Solicitation
The content of this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful.

Privacy and Data Use
Any personal information collected through this site will be used solely for scheduling and communication purposes. We do not sell or share your information with third parties. By providing your email address, you agree to receive periodic communications from us regarding financial tips, updates, and promotional offers. We respect your privacy and will never share your information with third parties without your consent. You can unsubscribe from our mailing list at any time by clicking the unsubscribe link in our emails.