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Getting Your Financial House in Order: Taking Inventory

Understanding your income and assets can help you identify your cash flow and track your net worth over time.

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, CA, CO, FL, IA, IL, KS, KY, MD, ME, MN, MO, NC, NV, OR, PA, SD, TX).

Investment and insurance products:

Not Insured by FDIC or any Federal Government Agency
May Lose Value
Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate

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Weir Doe

Financial Advisor

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