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Being specific regarding the tools and strategies we use, ensuring they are germane to each client situation.
Our financial plans ARE NOT investment plans with cash flows and simplistic imputed rates of return.
*A diversified portfolio does not assure a profit or protect against loss in a declining market.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.