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5 Confidential Client Discovery Guide-2012

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Your Virtual On-Demand Back Office for Advanced Case Planning

We help top planners attract and retain more ideal financial and estate planning clients by helping them deliver transformational experiences to their clients. We are a virtual on-demand advanced back office. Since 1996 we’ve been involved in more than 500 client situations with net worths from $10 million to over $300 million.

Wealth Design Consultants

2 Edgewater Lane
Bentonville, AR 72121
317-258-9028
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