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Making Succession Planning an Opportunity

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2303 Camino Ramon #230, San Ramon, CA 94583

This website is not an offer to buy or sell any securities or securities product or to participate in any specific investment strategy. There is no guarantee that any investment strategy will generate a profit or even a loss. Investing in the securities markets involves risk, including loss of principal. Examples on this website are for informational purposes only. All recommendations will vary by client and should be discussed with an individual financial adviser before action is taken. The examples on this website are sample recommendations only and may not apply to your individual financial needs.

Maloon, Powers, Pitre & Higgins, LLC | California Financial Advisors is a Registered Investment Advisor.