Discover how our Second Opinion Service has helped dentists and business owners like you build financial confidence
What Makes Your Second Opinion Service So Different?
At LifeStone Family Office, we know you want to make smart decisions with your money. In order to do that, you need a fresh look at your finances. The problem is you are not sure you have the right advisor for your unique situation, and that can make you feel uncertain about the future. We believe you should have confidence in the advisor you work with.  We understand what it's like to wonder if you are making the best decisions for yourself and those you love.

That's why we developed our Second Opinion Service.

Here’s how it works. First, in your discovery meeting, we look at where you are and where you'd like to be and identify any gaps, then, in the investment plan meeting, we'll help you understand some great ways you might close those gaps so nothing falls through, lastly, if it makes sense to work together, we will help you achieve all that's important to you and your family.
 
To get started, schedule a phone call, so we can begin helping you avoid financial blind spots & instead, enjoy making progress on your most important financial goals.
(818) 534-4949
LifeStone Family Office
18919 Nordhoff St, Suite #6C
Northridge, CA 91324
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Timothy J. McNeely is an Investment Advisor Representatives with Dynamic Wealth Advisors dba LifeStone Family Office.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.