Team

Our team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. "It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach," said James Mitchell. "We can help identify potential roadblocks and uncover hidden opportunities."

Aditya Khatri

Financial Professional

(888) 888-8888

aditya.khatri@company.com

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