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Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.

The investment performance and the success of any investment strategy or particular investment can never be predicted or guaranteed, and the value of a client’s investments will fluctuate due to market conditions and other factors. Investments may lose value and past performance is never a guarantee of future results.

You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. OnePoint BFG Wealth Partners does not provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

OnePoint BFG does not offer legal or tax advice. This document has been provided for informational purposes only and is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.

Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Third party websites linked are not under the control of OnePoint BFG Wealth Partners and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

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