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While working on a retirement plan, it is important to have discussions about all of the following areas.

  • Deferred Savings (401k, IRA's, Pensions, Employee stock, Etc.)
  • Stock, Bond, Mutual fund accounts
  • Bank accounts
  • Business assets
  • Current spending / Retirement spending
  • Physical assets (Land, rental properties, gold, etc.)
  • Social Security
  • Annuities
  • Individual Stocks and Bonds
  • Life Insurance

 

 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. , a broker-dealer, member FINRA/SIPC Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge and North Iowa Advisors are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, IA, IN, and MN. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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