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An offer you just can’t refuse?

An offer you just can’t refuse?

If you want a financial plan, would you rather deal with a salesperson that offers one for “free” if you bring in your investment statements, or with a professional with no strings attached?

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When 6% is better than 6.5%

When 6% is better than 6.5%

We ask a lot of questions before developing an investor policy statement for our clients and one of them is about their rate of return expectations.

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