Content prepared by Advisors Excel.

Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and Tax Planning services offered through W.A. Smith Financial, LLC.

Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Our firm does not provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

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