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Build Wealth Efficiently with an Economic Approach

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LEGAL NOTICES:

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Longs Peak Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

Longs Peak Financial is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Longs Peak Financial cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Longs Peak Financial, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Longs Peak Financial is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

Investing involves risk which includes potential loss of principal.

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Listen to Dan’s Podcasts on the Money Tune-Up Show!

Take the RISA Retirement Assessment Today!