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You're in control!
We recognize that each client and family has distinct requirements when it comes to addressing financial concerns associated with retirement & investing. Personalization is a fundamental principle at Prosperity Wealth Management, allowing you to tailor the frequency and method of our firm's communication with you. This guarantees that your family receives the appropriate assistance from us at the appropriate time.
McMannis Wealth's
5 Stages of Client Engagement
"Here's a more detailed look at what each stage of the engagement process looks like. Take notice of the actions we'll be taking and the potential painpoints of each stage. This graphic can be useful for developing questions or highlighting areas of concern before our first meeting!"

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