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INSURE

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We can help you answer these questions & many more. 

All good Financial Plans need to have ways to grow the assets, but we believe that the plan is not complete without adding the proper protection.

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Similar to the investing, this does not look the same for every client.  Whether there is a need for life insurance to protect income, Long Term Care insurance to protect assets & help families through a challenging situation or guide people through the Medicare maze, we are here to provide solutions for these challenges and many more.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

           To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.​

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.​

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This communication is strictly intended for individuals residing in the states of AR AZ CA CO GA HI IL KS MI MO NC NE OH OK OR SC TX UT VA WA WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Osaic Wealth, Inc. does not provide tax or legal advice.

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Osaic Wealth Form CRS

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IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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©2022 by SH Designs for Impact Financial Partners

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