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James Thomas CFP®

CFP®

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Are you approaching retirement? Or already retired?
Consider The NextPhase™ Retirement Income Strategy.
It's an investment strategy with the objective of providing inflation-adjusted income for life.
Pleasewatch movieWatch the Video or request analysisRequest Analysis
slide2

iflm logo

Are you approaching retirement? Or already retired?
Consider The NextPhase™ Retirement Income Strategy.
It's an investment strategy with the objective of providing inflation-adjusted income for life.
Pleasewatch movieWatch the Video or request analysisRequest Analysis
slide3

iflm logo

Are you approaching retirement? Or already retired?
Consider The NextPhase™ Retirement Income Strategy.
It's an investment strategy with the objective of providing inflation-adjusted income for life.
Pleasewatch movieWatch the Video or request analysisRequest Analysis

slide4

iflm logo

Are you approaching retirement? Or already retired?
Consider The NextPhase™ Retirement Income Strategy.
It's an investment strategy with the objective of providing inflation-adjusted income for life.
Pleasewatch movieWatch the Video or request analysisRequest Analysis
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Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, James Thomas, Representative. Legacy Wealth Management, Inc. and Securities America are not affiliated.

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