Retirement Capital Strategies is a registered investment adviser located in San Jose, California. Retirement Capital Strategies may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The opinions voiced in this presentation are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision. Prospectuses, investment objectives, risks, charges, and expenses of any investment product should be reviewed carefully before investing.
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*MoneyGuidePro®
*Advent Software/Black Diamond Reporting
*Riskalyze, Inc.
*thinkpipes®
Investment positions mentioned in this video may be held in some of our existing portfolios. Retirement Capital Strategies is unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.
