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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

This communication is strictly intended for individuals residing in the states of WI, MN, IA, CO, & TN. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Schmocker Financial Services, 2800 National Drive, Suite 103, Onalaska, WI 54650. Privacy

Quantum Group does not provide tax or legal advice. Please consult a legal or tax professional regarding your individual situation. Tax and/or legal services provided by third party CPAs, attorneys, or other professionals are separate and unrelated to Quantum and Commonwealth.

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