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- We define wealth as an
income you cannot outlive and a significant inheritance for your loved ones no
matter how long or short your lifetime.
- We believe that the single
greatest determining factor in the preservation of wealth is investor behavior not
investment performance.
- We believe your single
greatest risk is not knowing what you are doing.
- We believe your second
greatest risk is outliving your money.
- We believe, therefore, that
true safety lies only in the potential to increase your money's purchasing
power with the assistance of a qualified
professional.
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