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Wealth Management

Investment & Tax Planning Proposal

Wealth Management

Investment & Tax Planning Proposal

Folder: Our Services

Wealth Management

Investment & Tax Planning Proposal

EDUCATIONAL VIDEOS

Negative Taxable Income & Tax Planning for 3/4 Retirees

Final Average Salary
FDNY & NYPD Tiers 2 & 3

Investment advisory services are offered through Brave Eagle Wealth Management, LLC; a New York domiciled registered investment advisor. All content is for information purposes only and should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents where it is not appropriately registered, excluded or exempted from registration or where otherwise legally permitted. It is also not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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Brave Eagle Wealth Management, LLC. 48 Wall Street Suite 1100, New York, NY 10005
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