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Wealth Maximization Order Summary

Planning Center™ is a limited financial planning engagement designed to improve user decision-making regarding personal finance matters.  A subscription to Planning Center™ does not represent a comprehensive financial planning engagement nor an offer to buy/sell any securities.  Information provided through Planning Center™ Online is believed to be reliable but is not guaranteed and may not represent all necessary information for making financial decisions.  FIDERE, its representatives, and Planning Center™ Online system do not offer tax or legal advice. 

Please consult the appropriate advisor.


Delivery of Form ADV2 in the footer of this site is accepted by the subscriber under SEC Rule 204-3.

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