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Financial Planning Consultation

Contact

Office: 707-224-7424

Fax: 888-224-8178

1030 Seminary Street

Suite A

Napa, CA 94559

Series 7, 66, 24; CA Insurance License 0D78538

info@jacobsonwealth.com

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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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Registered Representative offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Jacobson Wealth Management and United Planners Financial Services are independent companies.

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