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Estate

Why Everyone Needs an Estate Strategy

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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 and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, FL, GA, KY, SC, TN, VA

Cornerstone Financial Credit Union and Cornerstone Financial are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Cornerstone Financial Credit Union deposits and are not NCUA insured. These products are not obligations of the Cornerstone Financial Credit Union and are not endorsed, recommended or guaranteed by Cornerstone Financial Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Contact

Cornerstone Financial Credit Union

Office: (615) 385-6803

Toll-Free: (800) 342-2316

Fax: (615) 385-6419

1701 21st Avenue South

Nashville, TN 37212

Series 7, 63, 66.

mick.anderson@lpl.com

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