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Clarity Before Crisis

Giving Care Assessment

Receiving Care Assessment

Clarity Before Crisis

Giving Care Assessment

Receiving Care Assessment

Giving Care Assessment

Receiving Care Assessment

YOUR ASSESSMENT RESULTS

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ASSESSMENT RESULTS

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Your results

Here’s your snapshot of what may need attention, what could make planning harder, and how ready the plan is today.

Urgency

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Readiness

WHERE TO START

Your planning priorities

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LPL Financial Relationship Disclosure

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. University Bank and University Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using University Investment Services, and may also be employees of University Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Bank or University Investment Services. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

2015 Washtenaw Ave.

Ann Arbor, MI 48104

(734) 372-9312