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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