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All securities services provided under the name Vision Based Planning are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services. For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567

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