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PLAN WITH INTENTION RETIRE WITH PURPOSE * Social Security Optimization Strategic Income Stream Tax Minimization Techniques -Asset Allocation WEALTHOPTIMIZING FINANCIAL POSSIBILITIES, UNFOLDING LIFE POTENTIAL. esion 23300 Two Rivers Road #34, Basalt, CO 81621 970-927-3909 www.wealthbydesign4u.com Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Wealth By Design, LLC, are not affiliated. Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC PLAN WITH INTENTION RETIRE WITH PURPOSE * Social Security Optimization Strategic Income Stream Tax Minimization Techniques - Asset Allocation WEALTHOPTIMIZING FINANCIAL POSSIBILITIES, UNFOLDING LIFE POTENTIAL. esion 23300 Two Rivers Road # 34 , Basalt , CO 81621 970-927-3909 www.wealthbydesign4u.com Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Wealth By Design, LLC, are not affiliated. Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC