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Our analytics assess your current efforts and provide a detailed report showing if your current management is leaving opportunity on the table, has you in a portfolio that exceeds the acceptable risk you choose and if the costs paid by you are excessive. All this at no cost or obligation to you
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Wealth Plus of the Dakotas, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Wealth Plus of the Dakotas, Inc. Insurance products and services are offered separately through individual licensed and appointed agents.
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