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Smart Planning. For Life.
Personalized Guidance For All The Financial Decisions That Impact Your Life
极速赛车-1分钟信誉平台-168极速赛车开奖现场直播 Fee-Only, Fiduciary, Wealth Management
A Financial Planner You Can Trust
25+ Years Experience
The Mathematics of Finance
Winning More by Losing Less
A Portfolio That Spends Less Time Recovering, Spends More Time Compounding
Southwest Florida Financial Planners
Email: info@ldstar.net
Serving Clients Locally and Nationwide
P: (239) 325-5123
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Financial Peace of Mind
Fee Only - no commissions, no product sales, experienced unbiased advice
Fiduciary Standard - legally bound to act in your best interests at all times
Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
极速赛车官网开奖直播168-1分钟公众号-168开奖结果历史官网 An Honest, Hardworking, Trustworthy Advisor
News organizations come to us, a trusted advisor,
for our views on personal finance, the economy
and capital market events.
Stay Ahead of Volatility
"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*
* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015
极速赛车官方开奖码-1分钟信誉平台-168开奖直播 An Integrated Approach to Wealth Planning
Live Your Best Life
Stop Worrying About Your Financial Plan
Stop Worrying About The Markets
Stop Worrying About Your Money
Find Peace of Mind For Yourself and Your Family
Naples, Florida
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