"...If you don't know what dinner you're serving, you don't know what recipe to use..." – your mix of accounts and investments make up the recipe that will result in the desired financial goals 
Jeff Powell
Jeff Powell
CIO, Managing Partner
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Jeff Powell, Managing Partner and Chief Investment Officer at Polaris Wealth Advisory Group, spoke with Maryalene LaPonsie at U.S. News & World Report on the importance setting goals that align with your investment accounts, and the potential of identity theft if accounts are forgotten. U.S. News >>.