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You have made sacrifices to accumulate cash and investment assets. It is important to your future to preserve and conservatively manage these assets. Your advisor will listen to your defined objectives, focus on your desired outcome and provide you with professional recommendations leading to your specific financial goals.
We utilize in-depth client interviews and professional analytical tools to help build an asset allocation that is appropriate for your goals.
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Registered Representative of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured United Community Bank deposits and are not FDIC insured. These products are not obligations of United Community Bank and are not endorsed, recommended or guaranteed by United Community Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. United Community Bank and United Community Advisory Services are not registered broker/dealers and are not affiliated with LPL Financial.
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