Heffernan Retirement Services

1350 Carlback Avenue, Floor 1
Walnut Creek, CA 94596
800-437-0045
rebeccat@heffgroup.com
www.heffgroupfs.com

 

Tax Reform: Changes for Individuals
Tax Reform: Changes for Individuals

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The financial professionals at Heffernan Retirement Services are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC and Heffernan Retirement Services are separate non-affiliated entities from LPL Financial.



This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Advisor Solutions Copyright 2020.

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