One of the challenges we've had with being a fee-only financial advisory firm is that we cannot take care of our clients' insurance needs ourselves, because insurance nearly always pays a commission and we've vowed to keep commission-related conflicts of interest out of our business model. While we don't believe all commissions are "evil", or
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- Statement on the SEC Regulation BI (Best Interest) June 12, 2019
- Client Reminder: In-Person Appointments in Texas June 22-26 June 10, 2019
- What is your personal life expectancy? June 7, 2019