Hello!
Thank you for taking the time to complete this secure and confidential questionnaire. This information will help us get off to a good start for our first meeting together. If you have any questions, please do not hesitate to contact us at (541) 385 - 8831.
We look forward to learning more about you and your financial goals!
With thanks,
David, Rodney, & Emma
The Rosell Wealth Management Team
