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Disclosures

Client Privacy Policy
Financial Planning Disclosures
CFP’s Standard of Professional Conduct

©2023 by CIM. The information and opinions herein are general in nature and should not be considered legal, financial or tax advice. Consult a professional regarding your specific situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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