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    Use the dropdown menu on this tab to access client login portals for Fidelity and TD Ameritrade (FTJ FundChoice) accounts. If this is your first time logging in, see the links below for helpful instructions on setting up your accounts. Click here to email Kaitlyn for help if you have lost your account number(s) or password(s).

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    Strategist Commentary

    AE Wealth Management
    Q2 2017

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    Q2 2017
     
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    Toews
    Q2 2017
     
    Main Management

    Q2 2017

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    "The Social Security Decisions”

    Learn the major retirement factors to consider in this free report, "The Social Security Decisions."
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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    *The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products customized to suit their needs and objectives. Investment advisory services are offered by JL Perkins Wealth Management, a registered investment advisor and insurance agency. We do not provide tax, legal or estate planning advice. We encourage our clients to seek qualified attorneys or tax advisors for their particular situation.