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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.
MillionaireSeries.com trains advisors and professionals who provide educational materials for The Millionaire Insider.com®.

ERS does not receive compensation from Advisors for its referral services. ERS does not review the ongoing performance of any participating adviser, participate in the management of any user’s account overseen by a participating adviser, or provide advice regarding specific investments to referred clients.
ERS does not manage client funds or hold custody of assets for referred clients. The Millionaire Insider® helps users connect with relevant financial advisors. Please note that ERS may also refer clients to other investment advisors that it determines to be qualified providers of advisory services.

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Clients who engage referred advisers will pay management fees, which reduce management returns. Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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Effective as of May 16, 2019
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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

ERS provides comprehensive financial planning, insurance, and investment management services.

Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

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