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Financial Planning Company Menu of Services
We want the attached menu of services to match the branding and feel of our website and brochure. Here is a link to my website and my teams website. https://www.ameripriseadvisors.com/eric.m.ellis/ https://www.ameripriseadvisors.com/team/pilothouse-wealth-planning/ I attached our team brochure and the draft of the menu of services that we have. We would want a document back that we can edit wording as needed and print.