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Adviser Only Materials


Strategy Guide 0620
IA Strategy Guide -
Expense Ratio
 Strategy Guide 0620
IA Strategy Guide
Service Level & Compliance
Superior Strategies
by Design



Client Materials 



Simplify the Process
NOT the Investment
A Suite of
Portfolio Solutions
What Makes IA
Strategies Unique
What You Need to Know
About IA Strategies
       
       

SDBA
  
SECURE Act		  
The SECURE Act & The Small
Business		  



Tax-Advantaged Strategies



Tax-Advantaged
Aggressive Growth
Tax-Advantaged
Capital Preservation
Tax-Advantaged
Conservative Growth
Tax-Advantaged
Growth
       
       

Tax-Advantaged
Moderate Growth
Tax-Advantaged
Pure Preservation




Tax-Managed Strategies



Tax-Managed
Aggressive Growth
Tax-Managed
Capital Preservation
Tax-Managed
Conservative Growth
Tax-Managed
Growth
       
       

Tax-Managed
Moderate Growth
Tax-Managed
Pure Preservation




IA Strategies Diversifier



Diversifier Risk Managed




 

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.

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