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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

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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 2023 FMG Suite.

John Roessig and Zaya Thompson are Registered Representatives offering securities and advisory services through United Planners Financial Services. Member FINRA and SIPC. Masters at Lake Plaza LLC DBA Millennium Financial, and United Planners are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, KS, LA, MI, NE, ND, SC, TN, TX, WA, WY.

Contact

Millennium Financial

Office: (970) 400-7111

3545 W. 12th St.

Suite 202

Greeley, CO 80634

zaya@mfinco.com

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