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BEFORE WE MEET
Welcome! Before our introductory QA meeting, please take a moment to complete the form below so we can better understand your needs and prepare for our conversation.
Infinity Financial Services is a proud member of Core Planning, LLC. Core is a community of independent advisors who combine the benefits of independence with collaborative support.
While we operate independently as an advisor representative under Core, we work closely together to create the best possible experience for our clients.
You can learn more about Core here.
Your contact here at Core Planning is: Shai Gothreau
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