Hey Kenneth, hope you are well. Spring is officially here! It's Paul at Zoe Financial - you'd inquired last year looking for a fiduciary financial advisor in our network. Not sure if you already hired someone, but I pinpointed an advisor that aligns perfectly with the goals in your inquiry. Are you interested in a complimentary 30-min call to see if it's a good fit? Let me know, and I will send you their details and an invite to connect.
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