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You're One Step Closer to Meeting Your Trusted Advisor

Market volatility is high — and your portfolio shouldn’t have to suffer. We’re now reviewing your information to match you with a vetted advisor tailored to your needs. This process ensures you're connected with someone who's the right fit — not just any advisor. You’ll receive an email shortly with your advisor’s name, background, and contact information. To help us coordinate a smooth introduction, please schedule a quick call. This lets the advisor know the best time to reach you and gives you a chance to ask questions upfront.

It’s completely free — and highly recommended.