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The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Robert works families who are victims of wrongful death or personal injury to provide comprehensive settlement plans.
I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.
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