Haven Financial Planning_The Real Rate of Return Worksheet

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Haven Financial Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Silver Grove Advisory Services, a registered investment advisor. Haven Financial Planning and Silver Grove Advisory Services are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Haven Financial Planning
8469 Sheridan Drive
Williamsville, NY 14221
(At The Fountain Wellness Center)
[email protected]
716.458.1900
Fax #: 716.970.4545

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