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Estate Planning

Financial & Retirement Planning

Alternative Investments

Estate Planning

Financial & Retirement Planning

Alternative Investments

Folder: Our Services

Estate Planning

Financial & Retirement Planning

Alternative Investments

Bill Cooper, RICP®

Advisors

May 30

Written By Guest User

Roger C. Davis

Elizabeth Bertelsen

Guidance for a lifetime.

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Estate Planning

Financial & Retirement Planning

Alternative Investments

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Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

* Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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