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Consultative Process
Through numerous interviews with successful business owners and entrepreneurs we have found that you are looking for a process, something concrete, something you can build on. You want a consultant, someone who truly cares and understands the unique needs of your business. Our consultative process starts with a complimentary "Discovery Meeting" where we find out where you are now and where you want to go. If we mutually agree that we can add tremendous value to your business we proceed with the additional planning meetings.

Schedule your complimentary 60 minute "Discovery Meeting" today to get started.
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Thompson Wealth Advisors
Scott Thompson, CSRP
Business & Estate Consultant
704-878-6112

scott@thompsonwealthadvisors.com

 

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This communication is strictly intended for individuals residing in the state(s) of CO, FL, GA, NC, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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