Legacy Builder's Checklist

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CALL

Office: 866-664-6711

MAIL

3540 Crain Highway, Suite 463

Bowie, MD 20716

LOCATION

(By appointment only)

700 Pennsylvania Ave, SE

Washington, DC 20003

CONNECT

info@legacybuildergroup.c.com

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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. 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Fee-based financial planning and investment advisory services are offered by CSP Financial Group, LLC a Registered Investment Advisor in the States of Arizona, California, Maryland, New York, Pennsylvania, Texas, Washington D.C., and West Virginia. CSP Financial Group, LLC also recommends Insurance products and services. Legacy Builder Group, LLC is not affiliated with CSP Financial Group, LLC insurance services.

© 2020 by Legacy Builder Group, LLC

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