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Securities and Advisory Services offered through United Planners Financial Services, member FINRA/SIPC. Insurance-related services may not be provided by Albert D'Agosto to individuals residing in any states other than AZ, CA, CT, FL, MA, MD, ME, NC, NJ, NY, PA, RI, SC and TN. Insurance-related services may not be provided by Charles Yannich to individuals residing in any states other than AZ, CA, CT, FL, MA, NJ, NY and RI.

Retirement & Money Strategies and United Planners Financial Services are not affiliated. Albert D’Agosto CLU, ChFC is securities licensed in the states of AZ, CA, CT, FL, MA, MD, ME, NC, NJ, NY, PA, RI, SC and TN. Charles Yannich is securities licensed in the states of AZ, CA, CT, FL, MA, NJ, NY and RI. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

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