Money Management Services named as one of the 2013 “TOP RIAs” by InvestmentNews

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We are proud to announce that we were named in the December 2013 issue of InvestmentNews magazine as one of the Top RIA’s – Largest Fee-Only Registered Investment Advisory Firms in the U.S.  We are so thankful and truly honored that our clients allow our family to serve and guide them with taking care of their family’s. *InvestmentNews qualified firms …

The Truth About Insurance Brokers Who Sell Annuities

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I must say I was somewhat surprised by the reaction from the advisory community in regard to my recent articles about index and guaranteed annuities. I received some expected feedback from those who strongly disagreed with my views, while also getting many positive comments from fiduciary advisors who see the same factual logic I illustrated in these past articles relative …