Way #1 clients are thinking differently about wealth:
Being comfortable is showing your love for the community.
“More than ever, people want to help. Whether it’s a gift for a loved nonprofit, responding to a plea from the community, or simply paying for the next person at the drive-thru, people care. The right plan can help you help others.”
Suzanne Moffatt, CRSP, SVP, Senior Relationship Manager, Portland, ME
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