quartz
scratching at the light
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We love our financial guy. He is the same age as us with kids close in age as well. Most of the strategies he uses for his own finances, he also applies to our investments, so very trustworthy, and always in our best interests. Can't imagine trying to navigate everything without him.
Our first financial guy had a very different approach and was much more of a gambler and risk taker. He kept trying to get us to be far more aggressive with less stable investments. We dumped him after a couple years.
Our current guy is much more the slow and steady type, like we are.
Our first financial guy had a very different approach and was much more of a gambler and risk taker. He kept trying to get us to be far more aggressive with less stable investments. We dumped him after a couple years.
Our current guy is much more the slow and steady type, like we are.
