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Our 7 Steps to Financial Planning
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Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Collier Financial Solutions, Inc. is not a registered Broker/Dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and CFP in the U.S.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.