1. Do not pay taxes on dollars you are not using.

2. Keep fees as low as possible without giving up return.

3. Consolidate assets to reduce fees, paperwork and to centralize location of assets.

4. Use investments that allow most tax efficient use of dollars.

5. Allow yourself access to multiple top-notch professional money managers.

6. Take advantage of leveraged dollars to reduce estate taxes.

Securities offered through Moloney Securities Co., Inc. – Member NASD-SIPC

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