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May/June 2020 Strategic Wealth Design

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January 2019 Strategic Wealth Design

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    CD Financial is a Registered Investment Adviser. CA Insurance License #0G46793.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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