As an Investment Advisor Representative and an Independent Registered Investment Advisory Firm, we are bound to act in our clients' best interest. This is a much higher standard than the ‘suitability' standard required by broker/dealers and insurance agents. The suitability standard merely requires a suitable product, but does not require the option that is in the best interest of the client.
The Generational Wealth System
by Founder, Krista McBeath
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