
POWER OF 3:
KNOW MY CLIENT -- SUITABILITY
KNOW THE TAX CODE - KNOWLEDGE OF LAW
KNOW INVESTMENT STRATEGY CHOICES - HANDS ON THE HEART OF CURRENT EVENTS
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ADAM SMITH, Scottish Philosopher of the 18th Century was quoted as saying:
"The directors of companies, being managers of other people's money than their own, do not watch over it with the same anxious vigilance."
In these hard economical times, it is even more important than ever to choose the finacial advisor that is working for your best interest and one whom you Trust as you would a Family Member!