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I look forward to meeting with you!


THANK YOU FOR SCHEDULING WITH ME, I APPRECIATE THE OPPORTUNITY TO GROW OUR RELATIONSHIP!

We would love to hear how you heard about us some of your goals for this meeting. Please complete the below survey before our meeting:

INTRO SURVEY

Please remember to bring any updated documents that you may have. See Examples below:

- 401K
- SOCIAL SECURITY STATEMENTS
- HELD AWAY INVESTMENTS


In the interim, if you have any questions or concerns, please do not hesitate to call us 800.804.0420

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 800-804-0420      Mon-Thus 8am-5pm and Fri 8am-4pm
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