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OK. Let's talk about fees.
Have you ever heard the saying
you get what you pay for?
It's the exact same in the finance industry
When you see a sign for 1/2% fees
You need to do your homework
to find out if there's going to be a higher fee
when you need to pull your money out in retirement
Maybe paying a higher fee now is going to be
better tax efficiency for you in retirement.
I don't know you need to do a PLAN!
If you needed a heart transplant
are you going to find the best surgeon in town
or are you to find the cheapest surgeon in town?
I know I know money isn't everything
BUT it does rank up there with oxygen.
Were not the cheapest planners in town
but our clients do see the value between
their fees, their service
and the overall returns that they get.
So my plan is complete but yours isn't
It's Work TIME!