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Income Allocation

About

Welcome to the Income Allocation Financial Workshop with your instructor, Rick Durkee.

Overview

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Reach Out To Learn More! (843) 735-5065 | info@cfpgroup.biz

Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance services offered by Coastal Financial Planning Group.

Coastal Financial Planning Group is an other business name of Independent Advisor Alliance. All investment advice is offered through Independent Advisor Alliance, a registered investment advisor. Insurance and annuity products are sold separately through Coastal Financial Planning Group, LLC. Please consult a licensed tax professional for specific tax advice.

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