Schedule Appointment with Cypress Capital

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M. Kathryn Clark, AIF® CFP®

(850) 583-5377 403 E. Park Ave, Tallahassee, FL 32301

info@cypress.capital

Don't forget to visit our website!

www.Cypress.Capital

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Cypress Capital and IFP are separate entities from LPL Financial.

1 Choose Appointment

Quantity:

Can we chat for a minute?

15 minutes

Just a quick call! We will call you

Clients

New Client Consultation

1 hour

A 1 hour meeting to get to know each other and how I can assist you with your goals.

Thank you for scheduling your meeting! Don't forget, this and more can be found on my website: www.Cypress.Capital

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Cypress Capital and IFP are separate entities from LPL Financial.

Client Review

1 hour

Let's review things and see if any changes need to be made.

Client-Virtual Meeting

45 minutes

Distance is never a problem! We can always "meet" when it's convenient for you. I'll send the details.

Employee of Company

Benefits Webinar

30 minutes

Distance is never a problem! We can always "meet" when it's convenient for you. I'll send the details.

Vendors

Vendor-Meeting

30 minutes

For vendors to schedule a time to meet

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1 Choose Appointment

2 Your Information

3 Confirmation