In My Plan
Amazing content and excellent advice as always Sherry. Yet another reason we were so happy to be your clients. Hopefully the other Advisor got this feedback from his client and learned from the experience.
Ahem. The 'other advisor' may not be long for this world. I hope you and S. are fabulous!
Excellent, thoughtful advice! Thank you!
Amazing content and excellent advice as always Sherry. Yet another reason we were so happy to be your clients. Hopefully the other Advisor got this feedback from his client and learned from the experience.
Ahem. The 'other advisor' may not be long for this world. I hope you and S. are fabulous!
Excellent, thoughtful advice! Thank you!