Pursuit Wealth Planning Booklet Design

A Booklet Design for Pursuit Wealth Planning is an independent advisor affiliated with Kestra Financial, a team of enthusiastic women who put clients’ needs first—doing and believing in the process of creating a complete plan tailored to each client’s fundamental needs, desires, and wishes. Providing clients and prospects with the same warmth and hospitality clients would be treated with when visiting an old friend, all results in approachable advice without the stigmas associated with the financial service offices of the past.

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