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CLIENT WELCOME PACKAGE: WELCOME LETTER ENGAGEMENT COMMITMENTS RESOURCES ATTACHMENT I. Financial Snapshot ATTACHMENT II: Taking Stock in You PERSONAL & CONFIDENTIAL . 703 Tico Road – Ojai, California 93023 t: 805.640-9999 f: 805.640-9989 e: Matt@MPClements.com www.ClementsInvestmentManagement.com ... ................
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