Risk Portfolio | Daniel D. Ross CPA

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RISK ANALYSIS

IMPORTANT DISCLOSURES

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Investment advisory services are offered through LWM, an SEC-registered investment adviser. Past performance is no indication of future results. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The opinions expressed and material provided are general information and should not be considered a solicitation for purchasing or selling any security. Nothing presented herein is intended to provide specific legal or tax advice. For additional information on LWM or any of its affiliated persons who are registered as Adviser Representatives of the firm, please visit www.adviserinfo.sec.gov, view our website at www.libertygroupllc.com, or contact us directly at 411 30th Street, 2nd Floor, Oakland, CA 94609, Main: 510.658.1880, Toll-Free: 888.588.5818. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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No client information will be shared with third parties/affiliates for marketing/promotional purposes.

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