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Your plan, your accounts, and your documents, each in its own place. If something comes up between meetings, email or call. We reply within one business day.
Your plan and your documents
RightCapital: accounts, projections, the plan itself, and your action items, updated as things change. The secure vault inside it holds statements, grant agreements, and estate documents. Nothing sensitive goes over email.
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Email brian@luhmanwealthpartners.com or call (949) 353-5883. For anything with a dollar sign on it, we want to be part of the decision.
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