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Holistic Planning, LLC (“Holistic”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser (RIA) regulated by the Securities and Exchange Commission in accordance and compliance with the securities laws and regulations. The information presented is intended for educational purposes only, and is not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed, you should consult your tax and financial advisors.
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