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Move Your Money in the Right Direction

Great financial planners are out there but they are hard to find amid the noise and confusion in the financial services industry.


Our mission is to pull back the curtain on the rampant conflicts of interest and connect you with a financial planner that will truly act in your best interests at all times. 

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Financial advice that doesn't suck

Steve Larsen, CPA, CFP®

When you hire someone to manage your wealth, you might reasonably assume that he or she has your best interests at heart. However, the financial services industry is full of people who are incompetent, greedy, or a combination thereof. 


As a consumer, you must be very careful when selecting an advisor to ensure that the financial advice you receive doesn’t suck.In Financial Advice That Doesn’t Suck, Steve Larsen, CPA, CFP®, reveals the real motivations of many so-called financial experts. It may surprise you to learn that many who claim to help others with their finances are chiefly in it for themselves. 


These charlatans spend the bulk of their energy enriching themselves by getting clients to purchase risky and expensive products.This quick, humorous read offers specific suggestions for investors looking for good financial advice. A trustworthy financial planner has nothing but the client’s financial well-being in mind, whereas a bad one is focused on his or her own coffers. 


Knowing when, where, and how to invest your money is important for ensuring a comfortable retirement and a tidy inheritance for the next generation—and nothing sucks about that.


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