I am planning to email clients requesting feedback and to act as a test for future emails. Unfortunately our email system will not put a signature on the email, so I hope that by completing the subject line you will receive it properly. There is a Word document attached.
We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
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