In their own words independent advisors Tracy Jackson Aaron Grey and Steve Moore talk about the real cost-savings potential of Monument Advisor. They discuss:
1) How easy it is to illustrate the value of a flat insurance fee vs. an asset-based M&E fee and
2) The simple 1035 exchange process
Tracy Jackson heads Jackson Financial Management in Orange County California. Aaron Grey is Director of Operations for Denver Money Manager. Steve Moore is President and CEO of Partners Capital Management in Colorado Springs Colorado.
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