Get a Second Opinion on Your Retirement Plan
Get a clear, no-pressure second look at your retirement plan.
If you’re within five to ten years of retirement, it’s normal to wonder:
Am I actually on track… or am I just assuming I am?
A second opinion gives you clarity without needing to move accounts, make changes, or commit to anything. It’s simply a chance to have an independent fiduciary review your current plan and help you understand your options.
Who this is for
This second opinion is a good fit if you:
Are approaching retirement and want confidence in your plan
Have multiple accounts and aren’t sure how they all work together
Want to understand how taxes may impact your retirement income
Are managing things yourself and want reassurance
Or already have an advisor and want an outside perspective
Many people seek a second opinion not because something feels “wrong,” but because retirement decisions are difficult to undo once they’re made.
What we’ll review together
During your review, we’ll walk through:
Your current retirement income strategy
How withdrawals may be taxed over time
Whether your accounts are structured efficiently
Potential blind spots or missed planning opportunities
How your plan holds up under different market scenarios
The goal isn’t to overwhelm you — it’s to simplify things and bring clarity to the big picture.
What this is not
This second opinion is:
Not a sales presentation
Not a product recommendation
Not a requirement to move money
You’ll receive straightforward feedback, even if the conclusion is that what you’re doing already makes sense.
What to expect
You complete a short intake form
Schedule a review meeting
I review your information ahead of time
We walk through your plan together
You leave with clarity on where you stand and what to consider next
No pressure. No obligation.
About me
I’m Corey Noyes, CFP®, founder of Balanced Capital in Heber City.
I work with individuals and families approaching retirement, with a strong focus on how investments and taxes work together — because in retirement, taxes often matter just as much as market returns.
My role in a second opinion is simple:
help you understand your options clearly so you can make confident decisions.