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