No conflict of interest or anything to sell. Always looking out for your best interest at all times and providing oversight of all the financial people and financial institutions in your life.
Routinely identify the necessary course corrections required to keep you on-track to all your financial objectives.
Coordination of all the financial people and financial recommendations in your life so they’re perfectly aligned with your overarching financial strategy.
Every action described in your Exit Plan and taken by you, your employees and advisors have one purpose: achieving your Goals.