No secret, I am a Client. And a raving fan.
I’ve gotten all sorts of my friends and relatives to just talk to them. And, I have received nothing but positive feedback.
Of course, they’d like you to become a Client. And their minimum account is 5k$. BUT, that’s not the purpose of starting the conversation. As Ric says — sometimes too often — he wants everyone to become “rich”. (That’s a concept I find hard to wrap my head around. EVERYONE?)
I have had people without two nickels “chat with an advisor” and come out with a plan how they were going to become “rich”. Or, at least, “richer”.
I have no vested interest in this recommendation. I get nothing from them, except the service I pay for.
TANSTAAFL (“There Ain’t No Such Thing As A Free Lunch” From Robert Heinlein’s classic)
But you can get some free advice. Which IMHO is worth a lot more than you pay for it.
Remember I’m the cynic who worked on Wall Street.
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