"The next big thing in the financial services industry is technology, tax minimization through asset shifting and lowering overall portfolio fees. I believe in efficiently incorporating all three. I'start by educating consumers on how to do it themselves. If they're not interested in using these innovated strategies I'll do it for them. My help-others-first approach provides trust, transparency, and confidence in one's future. Knowledge is power and taking action on that knowledge is the first step to success."
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