Financial Planning

"A penny saved is a penny earned." — Benjamin Franklin

A modern gentleman knows his financial planner personally.

He relies on neither a good name nor even the recommendations of friends as substitutes for a handshake and one-on-one meeting to appraise the trustworthiness of another in handling his money.

Others might regard a man named Eddie Patel capable of little more than running a clean EconoLodge, but I know he is fully capable of “making it rain.”

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