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Dan Ott & Joe Gass, APMA^®

Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

LPL Financial Form CRS

The advisors at Unified Wealth Advisors are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a Registered Investment Advisor. Unified Wealth Advisors and Mariner Independent Advisor Network, LLC are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, NC, TX

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