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services offered
Asset Management and
Investment Strategies

Fee-based Investment Programs
Customized Investment Portfolios
Mutual Funds, Stocks, Bonds, CDs
ETF's, Closed End Funds, Options
Syndicate Offerings



Individual Retirement Plans
ROTH and Traditional IRA's
Beneficiary, Spousal, Stretch IRA's
College 529 Plans

Corporate Plans and Services
401(k), ROTH 401(k), 403(b) Plans
Profit-Sharing & Defined-Benefit Plans
Company-Sponsored College 529 Plans
Business Succession

Financial Planning
Goal-Based Planning for Retirement,
Education, Insurance, Stock Options,
Trust and Estates, Liability Management

Annuities
Policy Reviews, Tax-Deferred Growth
Death Benefits
Market Participation
Long-Term Care Provisions
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.