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What To Expect

Investing With Terra Nova

We are an independent, fiduciary, and fee-only firm. Together we will define your investment criteria based on income requirements, expectations, and risk tolerance in order to pursue the future of your dreams.

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Second Opinion

We understand you likely have an investment strategy in place, however, if you have been thinking about making a change, now is the time to schedule a portfolio review to find out if you could benefit from a different approach. Although the firm does not charge a fee for attending this consultation and this consultation offers the attendee educational information, this consultation is intended to result in the attendee purchasing a product or establishing an advisory relationship.

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