Associate Advisor Application

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The 5 things you'll wish you knew before retiring.

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Associate Advisor Application

(760) 452-0720 hello@rootfinancialpartners.com
125 South Highway 101, Suite 101
Solana Beach, CA 92075

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitues a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historial or hypothetical in nature and are not a guarantee of future returns.

Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fulcturate with market conditions, and security positions, when sold, may be worth less or more than their original cost.