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We Listen  |  Retirement–Freedom AnalysisTM  |  Invest–StremeTM
Review and Adjustment

Step 1: We listen

We look at your portfolio based on the magnitude of your wealth today relative to your stage in life and the income that you want in retirement.

We consider this volatile economy and its potential impact on you. Given these viewpoints, we x-ray your current portfolio and compare it to our optimal lineup. Based on your current situation, your goals and your feelings, we determine if there are any issues in your portfolio that make repositioning ideas appropriate. NEXT STEP

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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