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Resources
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Client Forms

Fact Finding Questionnaire

Retirement Projection

Investment Allocation Risk Profile

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, HI, ID, IL, IN, KS, MA, MI, MO, MT, NC, ND, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Rick Staggs (CA Insurance Lic #0583212) is a Registered Representative and an Investment Adviser Representative with/and offers securities and Advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

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