Hi there ,

Thanks for sending over your financial information.

We’re in the process of reviewing it and starting your Tax Efficiency/Roth Conversion Assessment. Should we require any additional information one of our team members will reach out to you. Otherwise, sit tight. I’ll be back in touch just as soon as we’re ready to schedule a date/time to review the results with you.

Please let me know if you have any questions.

Thanks and I look forward to helping you pay as little taxes in retirement as possible.

Lynn