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Plan - Invest - Retire

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only, SEC-registered investment advisor. Tel: (888)-566-1841. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisors. Kastler Financial Planning may offer investment advisory services in the State of Michigan and in other jurisdictions where exempted.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

Serving clients in Michigan and beyond

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