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through Raymond James Financial Services, Inc. Member FINRA/SIPC: * Annuities * Government Bonds * Pension Plans * Asset Allocation * International Equities/ * Life Insurance * Retirement Plans * Corporate Bonds * Long-Term Care Insurance * Stocks * Estate Planning * Money-Market Funds * Trust Services * Fee-based

Capital Advantage, Inc. is an SEC-registered investment advisor their financial objectives. We provide personalized service and comprehensive planning with a focus on portfolio construction We specialize in retirement, education, estate, investment tax, risk management, and charitable gift planning. Our attention to

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based platform. These services include financial planning, portfolio management, retirement accounts, business retirement plans, insurance services, tax services, estate planning, trust management and our established custodial partners – such as Charles Schwab, TD, and Interactive Brokers – provide reliable support

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