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In the process of investing for retirement-income for your confidence, these Three Key Financial Transition Plans are designed to help keep you on track to and through retirement.

These views represent over 30 years of working with our clients, using our proprietary “Retirement-Freedom Analysis” and “Invest-Streme” asset allocation process. | Begin with Transition Plan #1







Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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