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VIP Immediate EMERGENCY Access to Business Owner 
Contact us via a specialized procedure we provide to all of our VIPs!

24/7 Immediate Access to Customer Service Phone Number
Contact our 24/7 Customer Service line to get help when you need it!

Cloud-Based Communication Tool
We use a cloud platform so you can have 24/7/365 immediate & auto-encrypted access to all documents,
files, and communication with notification via text message or email.

Email is a Secondary Communication Tool
How many unwanted emails do you have to plow through every day? We use something that notifies you
directly and uses an importance scale?so you know what to read now or save.

Video Communication Platform
We utilize the latest in technology and send you videos so you can SEE AND HEAR US on your PC, cell
phone, or other mobile device.

Screencast Communication Program
No more misinterpreting (voice mail messages, lengthy email explanations, snail mail communication) what we
ask or share with you in regards to any of your documents! You will SEE AND HEAR US all while following a
pointer on your screen that is overlaid on the documents. This saves all of us time.

Online Meetings
Our firm places a HIGH VALUE on your time. With any PC or mobile device, you can see, hear, and discuss
with us in real-time, including viewing your important documents. Better yet, our meeting is recorded and we
send you the recording link immediately after we meet with you!
 


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Dedicated to Supporting the Financial Health and Success of Each Client