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San Luis Obispo, Ca.

956 Walnut Street, 2nd Floor
San Luis Obispo, CA 93401

(805) 439-3800

Orcutt, Ca.

185 Broadway
Suite 101
Orcutt, CA 93455

(805) 938-7654

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San Luis Obispo, Ca

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No strategy assures success or protects against loss. Asset allocation does not ensure a profit or protect against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Past performance is no guarantee of future results.

The financial consultants of Mission Private Wealth are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY

The SmartVestor program is a directory of investment professionals. Dave Ramsey, SmartVestor and Ramsey Solutions are not affiliates of Mission Private Wealth or LPL Financial.