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What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

Securities offered through American Portfolios Financial Services, Inc., member FINRA and SIPC. Investment advisory services offered through Wealth Management Group, LLC. APFS is not affiliated with Wealth Management Group, LLC.

We are licensed to sell securities in AZ, CA, CO, FL, GA, KY, MA, MI, NM, NY, PA, RI, SC, TN, TX and VT. This communication is strictly intended for individuals residing in the states listed above. No offers may be made to or accepted from anyone outside the specified states referenced.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The mark ChFC®, is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for these designations.

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