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Financial Underdogs

Sep 3, 2021

Ever have someone offer a free lunch or encourage you to invest, or push something on you without really knowing why they're so focused on you doing their thing?


The world is full of snake oil scheme artists and advisors with their slick plans to help you avoid tax and boy do they sound good! But be weary and careful that you have the rest of the team too, the narrow experts like CPA's and Attorneys. No wealth strategist or tax advisor replaces all these narrow experts.