ESI Investment Strategy Evolution 2

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Subject Line: Don’t gamble with your future – let’s talk soon.

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Retirement Risk Is Real.
Are You Ready for It?

Markets crash. Inflation rises. Life throws curveballs. If you’re not planning for all three, your retirement is at risk.

Providing my clients with education and future-proof strategies to balance risk is an important component of my practice. Whether you’re looking for a casual conversation
or an unapologetic deep dive.

To learn more, contact my office to schedule an appointment time convenient for you.

Don’t gamble with your future – let’s talk soon.

Call Today

[RR/IAR Name]
[Agency Name]
[Business Address]
[Phone #]
[Email]
[(If in CA or AR) State Insurance Lic. #:]
[Calendly link if applicable]

One National Life Drive, Montpelier, VT 05604 | www.Equity-Services.com

Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI. Equity Services, Inc. operates as Vermont Equity Services Inc.

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TC7014972(0924)3 | Cat No 107505(0924)