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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

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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.

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Copyright 2023 FMG Suite.

Investment Advisory Services offered through TrueWealth Advisors, LLC. Securities Offered Through Concourse Financial Group Securities, Inc.(CFGS), a Registered Broker Dealer Member FINRA/SIPC. Grant Wealth Management, LLC is independent of CFGS and TrueWealth Advisors, LLC.

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal. Please be advised that presently representatives of Grant Wealth Management, LLC hold licenses in AL, AR, CA, FL, GA, IN, LA, MS, NC, SC, TN, TX & VA.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Grant Wealth Management, LLC before proceeding further.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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Office: (251) 968-1323

Office: 251-343-7715

Mobile: 251-747-0575

P.O. Box 150

Gulf Shores, AL 36547

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