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2. I believe that the next 10 years will present challenges and opportunities for investors, thus increasing the value of professional advice. In order to navigate through these interesting times, investors will require high quality, capable advice
3. I believe very strongly, and know through experience, that planning is key to achieving your financial dreams
4. I believe you should not make major financial decisions in isolation. The ideal plan takes into consideration the strong interconnection between your investments, retirement funds, loans and mortgage, taxes, estate plan and insurance.
5. I believe it is important to be aligned with an advisor and wealth management firm who offers a full spectrum of wealth services, has a broad range of expertise and is able to provide a guided planning process.