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11545 W. Bernardo Court Suite 202 Phone: 858-676-3300 |

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.
*Registered Principal offering securities and investment advisory services through SagePoint Financial, Inc., a registered broker-dealer member FINRA/SIPC & registered investment advisor. Insurance services offered through Shusterman Financial Services, who is not affiliated with SagePoint Financial, Inc.
CA Insurance License 0744247