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Jennifer L Shulman, MBA, CDMM®
Lisa M Potts
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Your Thoughts....
Thank you for letting us take care of you and your loved ones. Your opinion means the world to us—would you mind sharing your thoughts about the work we did for you? Just a few sentences is fine.
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We are in the business of taking care of personal finances which involves significant trust. In order to communicate this, we would appreciate your permission to share your thoughts. Please indicate if we have your permission to use your words in promotional materials. As always, all personal financial information will remain confidential. Thank you.
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Home
Clients/Services
Clients
>
Busy Professionals
Seniors
Personal Representatives & Trustees
Services
>
Bill Pay
Organization
>
Tax Records
Net Worth Statements
Security
Let's Get Started
About Us
Jennifer L Shulman, MBA, CDMM®
Lisa M Potts
Resources
>
SBS Facebook
Fees
Simply Done
In our clients' words
Submit a Referral