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Step Two –Customized Approach to Real Estate IRA Purchases

Step Two is designed to help us understand what you are trying to accomplish.

In order to proceed through STEP TWO, first complete and submit (By email alanpotts@pottsfinancial.com or fax - 1.850.222.3840) to us the following items:

When we receive the above items, we will then conduct a consultative meeting with you. This conference call will help us to understand your situation so we can develop a customized approach for your real estate purchase.


  

The Potts Pyramid

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