Builds His Financial Services Career. Early in his career, Thomas Valentine built a successful track record working in the banking and mortgage industry.

Investment advisors come in many varieties, and prospective clients need to figure out just what are the priorities of their potential advisor.

Everything revolves around helping clients to attain peace of mind in retirement. Financial planners often focus on retirement, but many concentrate more on what can go wrong instead of on

We live in a world of ever-increasing complexity in all facets of our lives, but most definitely including financial planning. Complexity leads to confusion, which often leads to

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