testimonial 8

testimonial 8

During the thirteen years that my husband and I worked with our previous financial adviser, we talked three times – each initiated by us. We had no idea what he charged, what other fees were involved, and even why he recommended the funds that he did. After reading You Are The Boss we now understand the difference between a financial adviser and a financial advocate, and that we should expect and demand much more from the financial services professional that we hire. Thanks to Walter’s insightful guidance and advice, we have taken charge and now work with a true financial advocate who puts our interests first.

—Sydney A

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