A message to my new class of Milestone Rewards clients


Every quarter, a new graduating class of clients makes it through their three-year anniversary with us and into our Milestone Rewards program. As Milestone Rewards members, clients are granted a lifetime (permanent!) fee reduction that they have earned with their loyalty to their own financial plan. If you can make it three years of stock and bond market volatility without panicking out of your portfolio, you can make it …

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