The Golden Telescope. Doug McLarty

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СКАЧАТЬ we think like entrepreneurs and professionals because we are entrepreneurs and professionals.

      Our passion is helping owner-managers and professionals to realize the wealth that they’ve created with their hard work, and to avoid the many pitfalls of a financial service industry that doesn’t cater to their needs and can often be counterproductive or leave them exposed to significant risks.

      We can’t tell you the number of times we’ve seen clients who have been set on the wrong path by people in the financial industry who don’t understand their specific needs or — even worse — deliberately mislead them. And it’s not just the sharks that you have to be wary of. Unfortunately, many people in the financial industry treat every customer the same way, even though the needs of owner-managers and professionals are very different from those of the typical customer. The cookie-cutter approach of many big banks, brokerages, and insurance companies not only doesn’t work for people like you, it could actually be counterproductive and cost you thousands of dollars.

      Frankly, we’re tired of encountering business owners and professionals who are being given the wrong advice because their financial planner is acting in his or her best interests rather than theirs. It doesn’t happen every time, but it does happen often enough that we want to warn everyone to be careful.

      That’s why we’ve written this book. Our goal is to make sure you don’t become one of those clients.

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