FINANCIAL PLANNING AND CONSULTING AGREEMENTRegistered Investment Adviser • March 24th, 2023 • New Jersey
(hereinafter referred to as the “CLIENT”), and CONCIERGE FINANCIAL PLANNING, LLC, a registered investment adviser, whose principal mailing address is at 114 N Rumson Avenue, Margate City, New Jersey 08402 (hereinafter referred to as the “PLANNER”).
