Page 5 - Financial Life Inspection -DEMOv4
P. 5
All successful investing is goal
focused and planning driven
Other Firms Pacific Capital
Sales quotas Planning 1 before advice
st
Commissions Fiduciary care
Transaction based Transparent costs
Biased advice Trademarked process
Limited tools Wide variety of expertise
Retirement Planning Taxes
Investments Debt & Investment Real Estate
Cash Flow Social Security
Insurance
Asset Protection
College Planning
Estate & Legacy Planning
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