I don’t feel our clients hire us to repeat industry talking points or to project perpetual sunshine, because since forming Cadence, we haven’t. Don’t get me wrong, we are fun-loving, positive people at the office, but we have no interest in ignoring important details that could impact our clients’ lives. Being too myopic in view or playing ostrich in the sand just to keep comfortable helps no one. I do think our clients hire us to help them evaluate the financial world, investment landscape, and achieve and maintain financial freedom – regardless of how unique or seemingly unorthodox that process…
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