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See​ ​what​ ​Nummata​ ​can​ ​offer​ ​you​ ​in​ ​2​ ​minutes

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What​ ​are​ ​your​ ​investable​ ​assets?

Please use the total amount your household could potentailly invest.An estimate is fine-you can update this at any time.


Would​ ​you​ ​like​ ​assistance​ ​with​ ​financial​ ​planning?

Yes, I'd like assistance with financial planning.No, I'm ok without it.

Rest​ ​assured,​ ​your​ ​information​ ​is​ ​secure​ ​and​ ​protected.​ ​Nummata​ ​will​ ​not disclose​ ​or​ ​sell​ ​your​ ​information​ ​for​ ​any​ ​purpose.

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The​ ​next​ ​step​ ​is​ ​to​ ​enter​ ​this​ ​code​ ​on​ ​the​ ​following​ ​page​ ​and​ ​complete​ ​a questionnaire​ ​that​ ​will​ ​create​ ​a​ ​custom​ ​portfolio​ ​for​ ​you

CW48

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Terms and Conditions Apply. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. To qualify, a borrower must be a U.S. citizen or permanent resident in an eligible state and meet Nummata’s requirements. Before investing, consider your investment objectives and Nummata's charges and expenses. Nummata's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. Actual returns will vary and depend on personal and market conditions.

©2017 Nummata, LLC.