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Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning and Business Advisory for Entrepreneurs and Small Business Owners.

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Modern Wealth does not offer tax, legal, or accounting advice. The information provided here is purely for your understanding and should not be used as a basis for these topics. Consult with your tax, legal, and accounting advisors before acting on any advice or initiating any transaction. Historical performance of securities, funds, or managers does not guarantee future results. Research indicates that top-performing securities, funds, or managers often don't maintain this trend. Past successes are frequently due to chance and not an indication for future results.