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We appreciate your time.

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Do you have any questions or specific topics?

The webinar you just attended was designed to be short, and as you can imagine, it was challenging to make sure I covered enough information to make it worth your while. The challenge, for me, is everyone is different and has different needs and goals.

There are so many things that I was unable to cover during this presentation, so if you have any questions or specific topics, feel free to schedule meeting.

Already Have an Advisor?

You might be saying to yourself, you already have an advisor and the topics I just discussed are similar. I will share something with you. Many of my existing clients said the exact same thing, but they booked a visit with us and took the time to learn about who we are and how we work

Sometimes getting a fresh set of eyes on things is a good thing, and it might even surprise you.

Are You Self-Directing Your Investments?

You might be self-directing your investment, and everything is ok, but you may want to reconsider something. What if something happens to you? Establishing a relationship with an advisor now, while you have all your wits together is an important consideration.

Let's get to know each other a little better

Let's get to know each other a little better. I'll share some fun and tidbits about myself and then ask you a few questions that will help me better understand how to best serve you.

I hope you've learned a few things and I welcome you to learn more about me, my firm, and our services.

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