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IBD Insights

Embedded expenses charged by some broker dealers not only make up their cost of offering forgivable notes but cost their clients far more money over the term of the notes.

See my guest post on Michael Kitces’ Nerds Eye View
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We’ll help you find the independent broker
dealer or RIA that is a best fit.

... and charge you nothing

We can help you establish your RIA or direct
you to time & cost saving turnkey RIAs to join.

... to help you grow.