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Unfortunately, most people are losing money on their financial models that they have no idea that they are losing. Default strategies that have been described as "musts" for building, preserving and transferring wealth may actually cost us and our families millions of dollars over time, as opposed to building us wealth. These default strategies include, but are not limited to 401(k) investing, reinvesting dividends and capital gains, prepaying a mortgage or paying off a mortgage early, second-to-die (survivorship) life insurance for estate planning, only removing RMD's from retirement plans etc. We will help to integrate and coordinate all aspects of your planning, so that it becomes strategy driven, not product driven.
The recapture of costs such as taxes and fees, along with their associated opportunity costs, will allow you to grow and/or spend and enjoy more money with less risk.
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