Скачать или смотреть It's Not Just Numbers

Most retirement plans focus on investments. Guided Planning focuses on you.

Your goals. Your values. Your lifestyle.

Because confidence in retirement doesn’t come from markets — it comes from knowing what's possible.

Visit https://first-stepwealth.com/ to learn how Guided Planning helps you take your first step toward financial clarity.

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DISCLAIMER: The information contained within this presentation is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional. The information provided is not all-inclusive and such information should not be relied upon as being all-inclusive. In no way should this information be construed or interpreted to be advice for your specific situation. Before making any financial decision, you should consider all factors and consult with a professional. This presentation provides general information only and is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person. In addition, investments in the stock market are subject to fluctuation, and that the price or value of any securities and investments may rise or fall and you may lose part or all of your investment. Any information relating to the tax status of financial instruments discussed in this presentation is not intended to provide tax advice or to be used by anyone to provide tax advice. You are urged to seek tax advice based on your particular circumstances from an independent tax professional.