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DEVELOP AND EXECUTE YOUR INVESTMENT PLAN

Once you receive your recommendation, you can do with it as you please: purchase the recommended funds on your own, use the prescribed as a guide in selecting your own investments, or do nothing at all. Before purchasing any new investments, there are some additional steps that you can take in order to maximize your chances of investing success.

Should your financial circumstances change significantly in the future, we hope that you'll return to the site for an updated portfolio recommendation.
 
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