Katherine Vessenes, JD, CFP(R), RFC, President, Vestment Advisors

“If there were only one tool every financial advisor must have to run their business, it would be IPS AdvisorPro®. I feel so strongly about Lubitz and Boone’s book and software that I recommend it to every one of our clients without fail. If you want to keep your clients and keep your clients happy, this is the right tool for you.” http://www.vestmentadvisors.com/

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