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Are your investments working for YOU?

As a rule, we want those involved in the investment process with us to be focused exclusively on maximizing the possibility of a successful investment experience. The potential merits of ESG investing could be debated ad nauseam. From an apolitical perspective, at Efficient, we have a practical preference to follow the long-standing evidence academia has

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Once you schedule your free initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. It’s that simple!

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