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Title: Legacy Squared, LLC
Description: Legacy Squared, LLC has developed The Legacy Squared System. It is our unique and evolving process as applied in financial services.
Keywords:portfolio management, investment management, net unrealized return, asset allocation, efficient frontier, retirement planning, IRA rollover, individual retirement account, estate planning, tactical allocation, strategic allocation, mutual funds, individual securities, harry markowitz, benjamin graham, model portfolio theory, investment policy statement, due diligence, comprehensive financial planning, financial planning, monte carlo simulation, monte carlo methods, investment advisor, fee based planning, pension plans,
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