What We Don't Do

We don’t guarantee record-breaking investment returns.
(No one should be promising you that.)

We don't hold your money or manage your investments. That will be
done by you and your brokerage firm or your mutual fund company.

We don't receive any commissions or fees from fund providers, and
we don’t charge you any “assets-under-management” fees. In fact,
we receive no money of any kind from any of the investments you make.

We don't provide specific investment advice.

We don't provide financial planning services or make specific recommendations
regarding the purchase of any particular investment.

here to see what we can do.


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