Schedule A Meeting

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    Are you satisfied with your current advisor?

    Do you have any investable assets?

    Would you like to earn 3-5% per year without going backwards over 5, 10, 15+ years?

    YesNo

    Which would you prefer to have?

    Low risk, low volatility investment management platformHigh risk, higher volatility and no probability of success

    How did your portfolio perform during any market downturns?

    Please prove you are human by selecting the plane.