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Vertex Planning Group

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300 Boston, MA 02210, (617) 439-4389. Vertex Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Check the background of your financial professional on FINRA’s BrokerCheck. Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.