Educational Material
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Vanguard Study - Value of an Advisor.pdf
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Adobe Acrobat document [29.4 KB]
Guide to Retirement Income Strategies.pd[...]
Adobe Acrobat document [3.3 MB]
Adobe Acrobat document [3.3 MB]
Social Security Optimization.pdf
Adobe Acrobat document [59.2 KB]
Adobe Acrobat document [59.2 KB]
The Charts You Need to See.pdf
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Adobe Acrobat document [162.9 KB]
Do You Really Know the True Cost of Your[...]
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Adobe Acrobat document [37.5 KB]
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©2008-2023 Weiser Financial Group LLC, Sarasota, Florida provides unsolicited, non-biased education, not a recommendation on any retirement assets. The prohibited transaction rules do not apply. All information is presented as investor education, not investor advice and should be interpreted to be without any sales pitch or bias towards any specific investment products. The objective of Weiser Financial Group LLC’s Website is to deliver meaningful investment education to investors and plan participants in accordance with Department of Labor (DOL) provisions. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. The accuracy and completeness of the information is not guaranteed. Weiser Financial Group LLC and Edelman Financial Engines LLC are two unaffiliated advisors registered under the Investment Advisers Act of 1940.