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At BPP, we specialize in moving clients from uncertainty to clarity, from Chaos to Joy.
Constance was worried that her sister Melinda had been “borrowing” from the neighbor’s estate. It turns out that she took a loan, intent on deducting it from the proceeds she was due to receive from the estate. Sound fishy to you?
At the age of 50, Janet lost her husband to a heart attack and inherited the family business, along with her mother-in-law, Pat.
Imagine losing your father, mother and sister all in the same year. That’s what happened to Leslie, a 56-year-old woman who found herself overwhelmed after all three members of her family died.
After a recent divorce, Michelle took on two jobs and was new to handling her own finances.
This material is being provided for general information purposes only and should not be construed as investment, tax, or legal advice, or as a solicitation to buy or sell any specific securities product, or used as the primary determinant of the best strategy. Although these are actual events, not all clients will experience the same result and there is no guarantee of future performance or success.