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Once Upon a Goal

Mary M. Gies, AIF®, Accredited Investment Fiduciary

March 04, 2019

Do you know how to set up your financial goals for success? This knight does.

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Office: 509-628-0569

Office: 360-306-3955

8656 W Gage Blvd. A103

Kennewick, WA 99336

cheryl@sagewaterfinancial.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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Copyright 2023 FMG Suite.

Cheryl Hirss is a Registered Representative and Mary Gies is a Registered Assistant offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA/SIPC. Sagewater Financial and United Planners are independent companies and are not affiliated.

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