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205 North Columbus Avenue
Louisville, MS 39339

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Billy McNeel

(662) 773-8289

 

The V4 Client Experience

The V4 Client Experience is a unique, indispensable, and repeatable process that enables us to offer our clients ongoing personalized financial services through four cohesive steps. Using this proven process allows us to provide our clients with a repeatable experience every year, starting with their 1040 tax data, because individuals’ wealth management needs, family dynamics and goals are constantly evolving.