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This case study from Momentum Advanced Planning helps show how we identified the challenges that the husband and wife business owners were facing. We spent quite a bit of time working with their existing advisors and the outcomes you see here are as a result of working closely with their advisory team. Take a look at the case study and let us know if you have any questions. You can view the Youtube introduction video here: http://youtu.be/CHe5ectEU2Q For more information please visit www.momentumap.com
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