106 Things We Do For Clients, No. 12

No. 12 Of 106 Things We Do For Clients

Implement recommendations to help you meet your goals. While transferring investments from one custodian to another, opening new accounts, and selling or buying securities seems straightforward to us, it isn’t to you. We won’t leave you hanging. Wherever possible, we will help you implement the advice we give you. For non-clients, I also teach a community education course on how to do your own investing.

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