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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

 

Contact

Office: (262) 796-0030
Mobile: (262) 7772984
Fax:(262) 796-1877

mdleist@taxandira.com

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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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Securities and Advisory Services offered through Harbour Investments, Inc. Member FINRA/SIPC

Securities licensed in AL, AK, CA, CO, FL, IA, IL, KY, MI, MS, NY, OH, TX, WI

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Michael Leist is Insurance Licensed in CA, license number 0L09863

Harbour Investments Inc. does not offer tax services.

Contact

The Leist Group, LLC
Office: (262) 796-0030
Mobile: (262) 7772984
Fax:(262) 796-1877

500 Elm Grove Road
Suite 200
Elm Grove, WI 53122

mdleist@taxandira.com

FINRA series 6, 63, 65

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