The Heartwood Planning Group provides a second opinion service as a courtesy to friends and family of clients interested in gaining more confidence in the decisions and direction of their financial picture.  The second opinion analysis from Heartwood Planning Group is a diagnostic review of your financial strategies, financial allocations, wealth protection, strategic tax planning and retirement planning. If you’re in great shape already, we’re going to tell you so. If there are areas of opportunity, we’re going to make sure you know what to focus on.