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WORKING TOGETHER FOR YOU YOU Your Financial Long-Term Focus | Investment Objectives & Life Goals Advanced Planning Needs | Special Circumstances Better Financial Education Comprehensive Helping and Protecting Family | Enjoying & Protecting Lifestyle Wealth Planning Planning Ahead | Creating Financial Comfort Building a Legacy Other Financial Professionals Team of Experts Tax Planning & Preparation | Estate Planning Insurance | Miscellaneous Investment Partners Administration & Custodian = TD Ameritrade Institutional (or others if needed) Asset Safekeeping Asset Safekeeping | Record Keeping Transaction Processing

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