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Dave P, Illinois
Excellent level of detail and very well written!

Breaking Through Program Graduate, Texas

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We have already consolidated $200k for (Client) as a result of the report and should pick up another $200k later in the year.

Josh L, Colorado
FYI, F and C became clients. U was very impressed and will be a good referral source.

Breaking Through Program Graduate, Texas
I felt the work you did was great and (Client) and his wife were impressed.

Josh L, Colorado
ClearVersion is a VITAL part of Horizon’s present and future.

Dave P, Illinois

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I just got a call from [MS] trying to sell me their “Office” products. They encouraged me to look at their sample Investment Plan report under the assumption that it’d be something I’d be dying to send potential Clients.

What I’m doing with you is 10 times better.

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As an investment adviser, you are a “fiduciary” to your advisory clients. This means that you have a fundamental obligation to act in the best interests of your clients and to provide investment advice in your clients’ best interests. You owe your clients a duty of undivided loyalty and utmost good faith. You should not engage in any activity in conflict with the interest of any client, and you should take steps reasonably necessary to fulfill your obligations. You must employ reasonable care to avoid misleading clients and you must provide full and fair disclosure of all material facts to your clients and prospective clients. Generally, facts are “material” if a reasonable investor would consider them to be important. You must eliminate, or at least disclose, all conflicts of interest that might incline you — consciously or unconsciously — to render advice that is not disinterested. If you do not avoid a conflict of interest that could impact the impartiality of your advice, you must make full and frank disclosure of the conflict. You cannot use your clients’ assets for your own benefit or the benefit of other clients, at least without client consent. Departure from this fiduciary standard may constitute “fraud” upon your clients (under Section 206 of the Advisers Act).

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Excellent level of detail & very well written

CEG Worldwide Client, Texas

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