YOU'VE DONE A GOOD JOB ACCUMULATING ASSETS OVER YOUR LIFETIME... What's next? Social Security Optimization Strategic Income Stream Tax Minimization Techniques Asset Allocation WEALTH WE HELP DEFINE AND esign CSOI REFINE YOUR RETIREMENT Danielle Howard CFP, QKA Molly McMahon, CRO 23300 Two Rivers Road #34, Basalt, CO 81621 970-927-3909 admin@wbd4u.com Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor Taking a personal interest in your financial well-being Cambridge and Wealth By Design, LL.C are not affiliated.