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You want a lawyer and an accountant (both with fiduciary duties) not a salesman.
by bradleyjg 11y ago
You want a lawyer and an accountant (both with fiduciary duties) not a salesman.
- prostoalex 11y agoMost accountants will steer clear of producing any advice, their m.o. is more of "here're scenarios A, B, and C, portfolios D, E and F, and 9 projected behaviors of those portfolios in aforementioned scenarios. Let us know what you would like to execute." and a five-digit bill 30 days later.