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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!

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–Fri: 8:00am –5:00pm EST