Are You Missing Out on Your Tax Credit?
October 4, 2024
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The Art of Wealth Unbroken podcast is specifically researched for investors who are on a path of success in achieving their retirement goals but are just as focused on their planning to not expose their wealth to avoidable mistakes.
This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
Anchor Wealth crafts personalized financial strategies to help business owners and high net worth individuals at every stage of the financial journey.
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Anchor Wealth crafts personalized financial strategies to help business owners and high net worth individuals at every stage of the financial journey.
Anchor Wealth, powered by Optivise Advisory Services.
*** The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment Advisory Services offered through Optivise Advisory Services, LLC (OAS); An SEC Registered Investment Advisor. OAS and Anchor Financial, Inc. are independent of one another.
*** Optivise Advisory Services, LLC, d/b/a Anchor Wealth, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Anchor Wealth, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.