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  • Mutual Funds*
  • 401k, 403b, Profit-Sharing, SEP, Simple, IRAs, and Deferred* Compensation Plans*
  • 529 College Savings*
  • Government, Corporate and Municipal Bond Funds*
  • Life Insurance*
  • Survivorship Programs*
  • Individual Retirement Accounts (IRA)*
  • Roth IRA*
  • Investment Analysis
  • Financial Strategies
  • Tax-deferred Retirement Portfolios
  • Business Programs
  • College Funding

GPS Financial Strategies is a marketing name.  Securities offered through Woodbury Financial Services, Inc., Member FINRA/SIPC.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Not FDIC or NCUA insured * No Bank or Credit Union Guarantee * May lose value

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, IL, IA, KY, MD, MN, MO, NV, NM, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.