Inside Scoop | Your Responsibility as Our Client

October 16th, 2019 | | AEGIScoop

Your Responsibility as Our Client

From time to time we will send you important information that will affect your financial planning needs. It is your responsibility to keep us current on your personal information, contact information, as well as any life event changes to ensure not only you receive our correspondence but that your risk tolerance, time horizon and investment needs have not changed.

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