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Optimizing your clients investment portfolios through tax-smart asset location

by Flexible Plan Investments | Jul 1, 2016 | Portfolio solutions, Solutions from FPI

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3883 Telegraph Road, Suite 100 Bloomfield Hills, MI 48302 Phone: (248) 642-6640 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741 Copyright 2017 Flexible Plan Investments, Ltd