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Do you know what you own and why you own them?
Are you paying too much in fees and/or commissions?
Is your money invested according to what you want to achieve?
Have you managed market risk and inflation risk?
Have you tested your portfolio to see how likely you are to achieve your goals?
As a fiduciary, we have the responsibility to put our clients' interests ahead of ours. And as an independent, fee-only advisory firm we do not have any special interest to sell proprietary products in order to make a commission. Our clients' success is our success.
We would be happy to guide you through our process to develop an appropriate strategy to help achieve your goals.
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