Most people know how important it is to have a basic financial strategy. And many people turn to professionals for help choosing the right products to meet specific short and long-term goals.

Of course, the building of real wealth requires a more aggressive approach. Every opportunity must be met and optimized. Every piece must be designed to coordinate perfectly with the others. And the entire apparatus must be monitored to prevent friction. It’s no wonder that we call this approach Personal Financial Engineering.

What’s different about Personal Financial Engineering?

Personal Financial Engineering is a rigorous, disciplined and integrated practice requiring a special combination of skills, as well as familiarity with the complete range of financial tools and techniques.

Here’s what you can expect …

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