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Schwab Alliance

Contact

Affiliated Financial Advisors, Inc.

Office: (414) 476-4999

Fax: (414) 476-4889

2600 North Mayfair Road

Suite 200

Milwaukee, WI 53226

[email protected]

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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 Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad 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.

Affiliated Financial Advisors, Inc. is a Registered Investment Advisor

Charles Schwab & Co. as Custodian