P.O. Box 1284, Clayton, CA 94517
(925) 250-0058 phone
(888) 313-3056 fax
CODEBREAKER TECHNOLOGIES
While the Da Vinci Code was a fictional book, the idea of unlocking secrets of the unknown is intriguing. Unlike the Da Vinci Code, you now have the power to unlock your own code, a deeper insight into yourself, and more importantly, insights into how to communicate more effectively with others who may hold a different code than you.
At Harmony Financial Solutions, we want to be able to clearly communicate with you and your family and we use B.A.N.K., a scientifically-validated, fun & easy, 90-second assessment to make sure we are providing the information in the way you want it. This assessment helps us ensure we are communicating with you based on what's most important to you, and not to make assumptions of what we think that may be. Our first priority is helping you take care of yourself and your family. Please take a moment and complete this assessment. Click on the link below to begin the assessment and receive your free report ($99 value)
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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CSP Financial Group, LLC is a registered investment adviser located in Scottsdale, Arizona. CSP Financial Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. CSP Financial Group, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CSP Financial Group, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CSP Financial Group, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CSP Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CSP Financial Group, LLC, please contact the state securities regulators for those states in which CSP Financial Group, LLC maintains a registration filing. A copy of CSP Financial Group, LLC’s current written disclosure statement discussing CSP Financial Group, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CSP Financial Group, LLC upon written request. CSP Financial Group, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CSP Financial Group, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through CSP Financial Group, LLC and individually licensed and appointed insurance agents.
Medicare Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.
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