Have you noticed the potentially-ruinous problems with mainstream financial advice?
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Mainstream investment advice is flawed. We're constantly seeking the absolute best solutions for you and your unique financial puzzle.
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The buy-and-hold, stock-and-bond-only approach is potentially ruinous. Our never-ending search for the absolute best alternatives has already revealed several superior strategies to help you better protect against the inevitable downside without sacrificing upside potential...
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Stephen Spicer, CFP
After successfully operating under the umbrella of a large brokerage firm for years, Stephen came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend. He grew increasingly uncomfortable with the prescribed advice...