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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