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Our Services

• Investments

• Risk Management

• Retirement Planning

• College Planning

- Insurance Planning

- Personal Budget & Cash-Flow

   Management

- Assistance with Employer Benefit

   Selection

- Design, Management, & Planning

- Solutions for Accumulation & 

   Distribution

- Investment Savings, FAFSA Prep., &

  Distribution Strategies

- Traditional IRAs, Roth IRAs, &

  Rollover IRAs

• Employer Retirement

• Estate Planning

- Review of Wills, Trusts, & Power of

   Attorneys

  Planning Solutions

- 401(k), 403(b), Profit Sharing Plans,

  SIMPLE IRAs, & SEP IRAs

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC.  Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Witzig Financial Strategies and Cambridge are not affiliated.

Cambridge does not provide tax or legal advice.

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This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NY, NV, OH, OR, SC, VA, WI, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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