Does this sound like you? ^*

Our typical client is a delegator or collaborator with at least $350,000 in assets who has no time or desire to manage their plan or investments. They want an experienced partner to guide them. Does this sound like you?

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When would you like us to call you? ^*

This call should be as quick as just a few minutes, we’ll both know if we’re a good fit or not quickly.

Anything else you would like us to know?

How much should I keep as a cash reserve?

Are we a good fit for you?

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