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Welcome to 2019

Welcome to 2019!  We hope that you and your family had an enjoyable holiday season.  Each New Year symbolically offers us the opportunity for a fresh start.

Once again, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals.  To make that process more efficient, we send our clients the attached convenient 2019 CHECKLIST so they can identify any items they anticipate needing our help with this year.

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