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I am in the financial services industry with a unique approach. He helps clients find where they are losing money both unknowingly and unnecessarily. Using those dollars found to solidify their financial future preferably without impacting their current lifestyle. There are only two ways that anyone can be of service to you in the financial service business: Help you find better products than you have today, that potentially pay higher returns, that often require more risk. Or by helping you find money you may be losing unknowingly and unnecessarily. I believe there is more opportunity to serve my clients by helping them avoid the losses than by picking the winners.