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Rightsizing for Retirement

What does your home really cost?

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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 are offered through United Planners Financial Services Member FINRA and SIPC. Advisory Services offered through Capital Planning Group LLC. Capital Planning Group LLC and United Planners Financial Services are not affiliated.

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Capital Planning Group LLC
Office: (714) 881-1595
Fax: (714) 641-1744

151 Kalmus Drive
Suite J3
Costa Mesa, CA 92626

FINRA series 7, 24, 63, 65

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