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Thank you Melanie for helping me get my daughter set up for the future.  Thank you for your patience and diligence. I will be reaching out to plan my personal investments soon. 


Melanie, thank you so much for helping me to protect my family and our assets!  It was a pleasure working with you.  You were very patient and no pressure.


As a small business owner, preparing for my own retirement was so important. Thank you for helping me set up my plan and also the plans we put in place for my children! 


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