The definition of insanity is doing the same thing over and over, expecting a different outcome.

Unfortunately, this makes the bulk of the financial planning industry is insane.

Most financial planners do the same thing as each other. They use the same software, base their advice on the same theories, invest in the same style of products and then wonder why their clients fail to do any better than the average person.

We are different. We do not follow the pack. We set the standard for quality advice.

If you want to achieve the same results as everyone else then we are not the right firm for you. But if you want to do things differently and you are willing to listen to ideas that other financial planners won’t tell you about (because they do not know about them) then we are the right firm for you.

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