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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

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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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Bryant & Bolick Financial Services is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisory Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.  

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Contact

Bryant and Bolick Financial Services

Office: 704-630-1096

Fax: 704-630-6916

145 East Council Street

Salisbury, NC 28144

david.bolick@lpl.com

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