Bucket Plan Confirmation

Congratulations on taking the first step towards Peace of Mind and Financial Freedom.

 

Shortly I will be sending you an email with an important video to watch and a worksheet to complete.

Afterwards we will schedule a quick phone call to discuss next steps. 

 

Check your email for our exclusive planning video. Grab a pen and paper and get ready to take notes.  

I salute you and look forward to helping you create a customized written financial plan!

 

Perry Jeffries, CRPC, CPFA

“The Entrepreneur’s C.F.O. 

Coach|Financial Advisor |Optimizer

©2020 Perry Jeffries. All Rights Reserved. Services provided by Diamond Equity Advisors LLC, (DEA, LLC). DEA, LLC is a registered investment adviser offering advisory services. DEA, LLC does not provide specific tax or legal advice. Please consult your attorney and CPA.
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