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FIRST MEETING
First Meeting
First Meeting
Integrating Tax Strategies & Estate Law
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At your first meeting with Ambrose, we will sit down with you to understand your personal investment needs and goals. This meeting also allows you to get to know us, to learn about our approach and understand our responsibilities to you. At this meeting, we will work with you to determine the appropriate policy asset mix (cash, bonds and equities) to suit your individual objectives. Our goal is to ensure that you feel confident in your decision to choose Ambrose.

 
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