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The Wealth Advisor




What Should Your Client Do If They Get Pulled Over?

Your client's heart sinks as they catch a glimpse of flashing lights in their rearview mirror. A little rattled and with their mind racing, they call you as their trusted advisor, quickly explain the situation, and ask, "What should I do?" To the relief of your client, you can give them the following advice to make the experience of being pulled over a little less stressful:

Getting pulled over can put a damper on anyone's day, but your client will experience less aggravation from the experience thanks to your straightforward advice and will be back on the road in no time.

MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013

This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.