Successful Financial Future

Imagine a race where your horse has a 20-pound jockey and the others have 100-pound sometimes even 200-pound jockeys. Guess which wins.

This is how it works with mutual funds. Some have 20-pound jockeys. Most have 100- and 200-pound jockeys – high fees and taxes that weigh down performance. Over the long run, this makes a HUGE difference…

Personal Fund’s site and services provides you with not only important information worth thousands of dollars in savings but also illustrates to competing mutual funds the necessity of lowering their prices on high-cost funds.  We provide the most complete turnkey analysis on the “cost handicap” of owning mutual funds.  We know that your portfolio and the wealth that you have accumulated is of the utmost importance.  We allow you to invest with confidence and transparency.

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