By failing to prepare you are preparing to fail ~ Benjamin Franklin
We believe an educated investor is a better investor. This is why we ensure that you fully understand the products and services we recommend. In addition, we hold quarterly client market update meetings as well as host guest speakers who discuss a variety of topics—all in the comfort of our beautiful NetVEST Education Center located inside our office.
We are also known across the Valley for our “Trusts & Beyond” educational seminars, which addresses the benefits, drawbacks, myths and management strategies of trusts, wills and other estate planning documents.
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