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steve@retirementcfo.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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With combined education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, I can help to provide you with solutions for your unique situation.

I am licensed to sell insurance products in the following jurisdictions:

AZ, CT, FL, MA, ME, NH, NJ, NY, SC, TN, VT, MI

I am registered to offer securities in the following jurisdictions:

AZ, CT, FL, MA, ME, NH, NJ, NY, RI, VT, SC

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC dba RetirementCFO, LLC, an SEC registered investment advisor and separate entity from LPL Financial.

CRN202107-251074