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Riskalyze - Client Risk Assessment

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We use Riskalyze to make sure your Portfolio represents your comfort level, not ours... Try it for Free today!

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Office: 541-385-6263

Mobile: 541 390 4040

Fax: 541-323-3640

365 NE Greenwood Avenue, Suite #4

Bend, OR 97701

7, 65, 24, 62, 63

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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 2022 FMG Suite.

STRATEGIC WEALTH MANAGEMENT, LLC SPECIALIZES IN WEALTH MANAGEMENT SERVICES, COMPREHENSIVE FINANCIAL PLANNING, AND CONSULTING SERVICES.

Registered Investment Adviser Services described are intended for use only by residents of Oregon. Securities and Insurance are Licensed in Oregon, California, Washington, and Arizona. RIA services in other states per de minimus requirements where applicable. Securities or Insurance-related services may not be provided to persons residing in any state not listed above.

*Financial Planning and Advisory Services offered through Strategic Wealth Management, LLC an Oregon Registered Investment Adviser. Securities are offered through United Planners Financial Services of America, a Limited Partnership Member FINRA and SIPC. Strategic Wealth Management, LLC and United Planners are not affiliated.