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While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
For those not yet clients, if you have an annual surplus
of $10,000+, or available assets of $100,000+, and limited time for personal or financial
management, collaboration with us could benefit you. If
you're fully satisfied with your tax obligations, net investment returns, or unwilling to
explore tax-exempt strategies or profitable financing options inside your household or
business, then we may not be the right fit.