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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.  Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.  Ronda Smith & Associates is independent of CFGS.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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Ronda Smith & Associates
Office: 406-294-5650
Toll-Free: 855-245-5650
Mobile: 406-591-5736
Fax: 406-294-5651

2101 Broadwater Avenue
Suite 101
Billings, MT 59102

ronda.smith@concoursepro.com

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