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Introduce A Friend Or Family Member

Thank you for your trust!

We would like to take this opportunity to personally thank you for wanting to refer someone close to you. Your trust means a lot to us and we're so happy we've exceeded your expectations to have this honor.

Family Meal

If you think a friend or family member could benefit from working with us, we want to make it as easy as possible to introduce them through our Client Referral Program. 

 

Simply provide us with their name and address and we will send them a valuable information package and invite them in for a complimentary visit.

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Address

817 S University Dr. Suite
Suite 102 

Plantation, FL 33324

Plan@BlissWealthManagement.com

Phone: 954-236-4800

Fax: 954-236-4888

Opening Hours

Monday-Friday

9:00 am – 5:00 pm

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The Next Step?

​GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or our firm’s list of composite/pooled fund descriptions please email your request to info@soundincomestrategies.com. This e-mail, including any attachments, is solely for informational purposes and its factual content is not guaranteed by Sound Income Strategies or the author to be an accurate and complete statement of such data and should not be relied on as such.  Opinions in this communication constitute the current judgment of the author as of the date and time of this e-mail.  The content of this e-mail does not necessarily reflect the opinions of Sound Income Strategies, and is subject to change without notice, and Sound Income Strategies is not under any obligation to update or keep current any information contained in this e-mail.  This e-mail does not constitute a personal recommendation and does not take into account the specific investment objectives, financial situation or particular needs of the recipient.  The information contained in this e-mail should not be construed as an offer, or a solicitation of an offer, to buy or sell any securities or other financial investments.  The information presented should not and cannot be viewed as an indicator of future performance.  The information contained in this e-mail is intended for the exclusive use of the addressee(s) and may contain confidential or privileged information.  Any review, reliance or distribution by others or forwarding without the express permission of the sender is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.  To the extent permitted by law, Sound Income Strategies does not accept any liability arising from the use or retransmission of the information in this e-mail. Investment Advisory Services offered by Sound Income Strategies LLC, an SEC registered Investment Advisory Firm.

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