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It’s A Matter Of Ethics

  Let us tell you a story. We spent 7 years researching the financial services industry.  In the process, we learned about investments, various product structures, performance, risk and the best ways to do professional financial planning.  However, in the process, we also learned the details on the industry’s little tricks, how it presents things to look good when they are not, how payments flow, and where the conflicts lie.  It was those secondary elements of learning that we…

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