PLAN WITH INTENTION RETIRE WITH PURPOSE Strategic Income Stream Social Security Optimization Tax Minimization Techniques Asset Allocation OPTIMIZING FINANCIAL WEALTH BY design POSSIBILITIES, UNFOLDING LIFE POTENTIAL 23300 Two Rivers Road #34, Basalt, CO 81621 Optimizing Financial Possibilities Unfolding Life Potential 970-927-3909 www.wealthbydesign4u.com Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Wealth By Design, LLC. a affiliated. Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. are not PLAN WITH INTENTION RETIRE WITH PURPOSE Strategic Income Stream Social Security Optimization Tax Minimization Techniques Asset Allocation OPTIMIZING FINANCIAL WEALTH BY design POSSIBILITIES, UNFOLDING LIFE POTENTIAL 23300 Two Rivers Road #34, Basalt, CO 81621 Optimizing Financial Possibilities Unfolding Life Potential 970-927-3909 www.wealthbydesign4u.com Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Wealth By Design, LLC. a affiliated. Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. are not