CFIQ - Retirement Video - Not Qualified

Hi, Nathan here!

I sincerely appreciate you taking the time to engage with my content and complete our online form.

At this time, our advisory services are best suited for individuals with more complex financial needs, which means I’m unable to provide a personalized video right now.

With that said, I truly believe everyone has the opportunity to improve their financial future, and I want to support you on that journey. That’s why I’ve curated a collection of free PDFs, resources, and blog posts that I’ll be sending to your email over the coming weeks.

These materials are designed to help guide you toward achieving your financial goals—so keep an eye out for an email from hello@servetwealth.com.

Additionally, we are actively looking to expand our team this year and hope to offer a broader service to more people in the near future, so stay tuned.

In the meantime, I encourage you to stay connected and continue learning through our content. Thank you again for being part of our community—I truly appreciate your time and engagement!

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Securities offered through Osaic Wealth, Inc. Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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