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Business Planning CWM News Estate Planning and Wealth Transfer Giving and Community Goals & Planning Lifestyle Market Insights Retirement and Pre-Retirement Starting Strong Tax Planning and Strategy

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Brian J. Lockett, CFP® Morgan Arford Shilo M. Lockett Jason Heid, CFP® Kelsey Wingate

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Brian J. Lockett, CFP® Morgan Arford Shilo M. Lockett Jason Heid, CFP® Kelsey Wingate

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Annie Alley

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Comprehensive Wealth Management
3500 188th St. SW, Suite 102
Lynnwood, WA 98037

425.778.6160 | 800.268.2440

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Registered Representatives associated with Comprehensive Wealth Management offer securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Financial Advisors associated with Comprehensive Wealth Management offer advisory services through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. CWM & IFG are unaffiliated entities.

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