Wanda & Wally Part 3: Acting Responsibly

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My car mechanic, VJ, lives too far from me to regularly visit, but when I do, he treats my car as if he is the owner.   The same onus of responsibility is true of Trusted Wealth Professionals; they care and act responsibly.

I will be providing a posting on Wealth Leadership in the very near future, that defines the Best Outcomes Systems & Standards (BOSS) as a  combination of both Best Interests and Best Advice.

And the best way for you to obtain BOSS is if you have the Highest Licensed Trusted Wealth Professional.

Please remember:

  • Licencing Matters
  • So does Capital Preservation (Investment Style = Buy & Rule)
  • Thus, please Rule Your Wealth

Thank you.