Lower Your Taxes Charitable Giving
Автор: Strategic Estate Planning Services
Загружено: 2025-12-26
Просмотров: 25
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Insurance products are offered through the insurance business Strategic Estate Planning Services. Strategic Estate Planning Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Strategic Estate Planning Services are not subject to Investment Adviser requirements.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Strategic Estate Planning Services is not affiliated with the U.S. government or any governmental agency. 3353469-10/25
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