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“The perfect guide for anyone interested in making the most of their retirement years.”
—Bill Williams, Exec VP,
Ameriprise Financial Services, LLC

Mascot Books
Amazon
Barnes & Noble

“An interactive, vivid, and enjoyable tale of sibling collaboration.” —Kirkus Reviews

Amazon
Barnes & Noble
Mascot Books

“A roadmap to financial success.”
—James Hiter, Jr.,
Financial Services Exec

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material presented is for informational purposes only. Owning the Dash, LLC does not offer tax, legal or investment advice. Consumers should consult with their tax advisor, attorney or investment professional regarding their specific situation.