Tax-Smart Strategies for Medical Expenses

October 29, 2024 Special Needs

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Corporate Office
4370 Town Center Dr., Suite 220
El Dorado Hills, CA 95762

Phone : (916) 608-4284

Email : info@VAMinvest.com

Sierra Foothills Office
711 Court Street
Jackson, CA 95642

Phone : (916) 608-4284

Email : info@VAMinvest.com

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
Investment advisory services provided by Van Hulzen Asset Management, LLC DBA Van Hulzen Financial Advisors ("Van Hulzen Financial Advisors").

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