Advance Your Wealth Episode 60: Leverage A Tax-Aware Investment Strategy In Your Long-Term Wealth Planning!

Jan 31

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The information on this webpage is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 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. Check the background of your financial professional on FINRA's BrokerCheck.

Investment advice offered through Integrated Partners, doing business as Konvergent Wealth Partners, a registered investment advisor. Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Homer Smith, Melissa Cournyer, Eric Daniel & Guy Ridout III: 3312 Rosedale St NW Suite 102, Gig Harbor, WA 98335 | (253) 236-7000

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Advance Your Wealth Episode 60: Leverage A Tax-Aware Investment Strategy In Your Long-Term Wealth Planning!

Maximizing Wealth with Tax-Efficient Strategies: The Power of Private Placement Life Insurance (PPLI)