Help Us Serve You Better

checklist-thLast week you should have received an email from Lindsay Luper, our Operations Manager, titled “Thank You For Helping Us Meet Your Needs.” Included in the email is a link to a survey that Advisor Impact, a client audit consultant, is conducting on our behalf. It includes questions that will help us improve our service to you.

We would greatly appreciate your taking the time (5-10 minutes) to complete this survey. If you do not recall receiving this email or would like it to be re-sent to you, email Lindsay ( and she will be happy to do so.

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