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  • Writer's pictureJimmy J. Williams, CPA/PFS, CFP®

QUESTIONNAIRE - We Want to Hear from You!


We've got a new service on the way and we want to hear from you! Follow the link below to complete a two minute questionnaire for a chance to win a year of complimentary financial planning!



A winner will be announced on November 28, 2022.


More information about our new service is coming soon, so keep an eye out... 👀

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