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In an introductory phone call, one of our experienced financial advisors will speak to you for about 15 – 30 minutes to review your goals and objectives, obtain an overview of your personal financial situation, and answer any questions you may have.  In this phone call, we may be able to answer simple questions you may have.  If a more detailed analysis and review of your financial situation is warranted, the phone call will allow both of us to ascertain if we are the right team to assist you with your long term financial planning.


(610) 422-3773