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30 minutes to discuss your situation and see if my approach makes sense for you. No sales pitch.
I ask about your situation, goals, and what's working or not working with your current approach.
Value investing philosophy, systematic execution, tax optimization. In plain English, not jargon.
If I don't think I can help, I'll tell you. No point wasting either of our time.
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Series 65 Licensed · CRD #336580
Important: All investing involves risk, including loss of principal. No performance promises or guarantees. Registration as an investment adviser does not imply any level of skill or training.