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RETIREMENT VISIONS
RETIREMENT VISIONS
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*Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Additional insurance services offered through Holt Financial Group, LLC, which is not affiliated with SagePoint Financial. Retirement Visions is a marketing designation for Holt Financial Group, LLC. Investments may lose value, no bank or credit union guarantee, not FDIC or NCUA insured.
 

Neither SagePoint Financial, Inc., nor its registered representatives or employees, offer tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, VT, VI, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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