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INDUSTRY TRENDS & INSIGHTS

Real People, Giving Real Advice, Tailored Around Your Needs

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schwab Certified Financial Planner AIF Chartered Retirement Plans Specialist I D F A

Important Disclosure

Advisory services offered through PRISM Financial Strategies, LLC, a registered investment adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and PRISM Financial Strategies, LLC are not affiliated entities. www.mshowells.com

Form ADV, Part 2 Brochures and Part 3 Form CRS Disclosures: https://adviserinfo.sec.gov/firm/summary/289033

Check the background of this investment professional on FINRA’s BROKER CHECK

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