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Month: December 2020

2020 Year-End Financial Strategies

2020 Year-End Financial Strategies
Please click here to view our 2020 Year-End Strategies!
Author adminPosted on December 9, 2020Categories UncategorizedLeave a comment on 2020 Year-End Financial Strategies

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    Disclosures: Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor. The use of the term “registered investment adviser” does not imply a certain level of skill or training. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC. Nothing on this website is intended as legal or tax advice. Please consult with your independent legal or tax advisor to seek advice based on your particular circumstances. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information about Rose Capital Advisors, LLC, including fees and services, please contact our office for our disclosure statements as set forth on Form ADV. Our Form ADV is also available at the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).