from AllSquare Wealth Management
200 Great Oaks Blvd., Suite 219, Guilderland • (518) 456-8900 • www.allsquarewealth.com
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$ ZHOO GHVLJQHG Ă&#x20AC;QDQFLDO SODQ ZLOO DGGUHVV HDFK RI WKH DERYH LVVXHV DQG SURYLGH DQ DFWLRQ SODQ IRU DQ\ DGMXVWPHQWV WKDW VKRXOG EH PDGH WR \RXU FXUUHQW VLWXDWLRQ $ FRPSUHKHQVLYH Ă&#x20AC;QDQFLDO SODQQHU ZLOO QRW RQO\ SUHVFULEH VROXWLRQV EXW ZLOO DOVR ZRUN ZLWK \RX WR LPSOHPHQW DQ\ UHTXLUHG FRXUVHV RI DFWLRQ %HLQJ ZHOO LQIRUPHG LV QRW VXIĂ&#x20AC;FLHQW ² NQRZLQJ WKDW GLHW DQG H[HUFLVH DUH WKH NH\V WR SK\VLFDO KHDOWK LV QRW HQRXJK ZLWKRXW DFWXDOO\ HDWLQJ KHDOWK\ DQG VWDUWLQJ DQ H[HUFLVH UHJLPHQ /LNHZLVH NQRZLQJ WKH SURSHU Ă&#x20AC;QDQFLDO VWHSV WR WDNH LV QRW HQRXJK ZLWKRXW DFWXDOO\ PDNLQJ SRVLWLYH FKDQJHV 2XU H[SHULHQFH KDV VKRZQ XV WKDW PDQ\ LQGLYLGXDOV DQG FRXSOHV FDQ EHQHĂ&#x20AC;W IURP D VHFRQG RSLQLRQ RQ WKHLU Ă&#x20AC;QDQFLDO KHDOWK 6HHNLQJ DGYLFH IURP D TXDOLĂ&#x20AC;HG IHH RQO\ Ă&#x20AC;QDQFLDO SODQQHU FDQ KHOS H[SRVH DQ\ DUHDV WKDW VKRXOG EH DGGUHVVHG LQ RUGHU WR EHVW JXLGH \RX RQ \RXU Ă&#x20AC;QDQFLDO MRXUQH\ Douglas J. Bauer, President and CEO of AllSquare Wealth, began his career in the financial services industry in 1975 and is a Certified Financial Planner (CFPÂŽ) practitioner. His primary responsibilities include overseeing the direction of the firm, client development, and the servicing of existing client relationships. AllSquare Wealth offers tax-preparation services to our investment advisory clients. Our financial planning, discretionary investment management, and tax preparation services are offered on a fee-only basis.
AllSquare Wealth Management, LLC is an SEC-registered Investment Advisory Firm. Securities offered through a non-affiliated firm, Spire Securities, LLC, member FINRA/SIPC. OurTowneGUILDERLAND.com
May 2012
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