We chose your firm on account of a referral from a close personal friend. We had been meaning to consult with a planner for awhile and your name came up. We like the holistic approach offered. We feel it will provide a better program for our needs.
We chose your firm on account of a referral from a close personal friend. We had been meaning to consult with a planner for awhile and your name came up. We like the holistic approach offered. We feel it will provide a better program for our needs.
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