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“Success is the residue of planning.”
– Benjamin Franklin
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, MO, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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