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Office: 714-449-9696

1501 East Orangethorpe Avenue

Suite 210

Fullerton, CA 92831

jpr@raiwm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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R.A.I Wealth Management operates as a Registered Investment Advisor. The content provided on this website serves purely as information and educational material, with no intention to initiate any offers or solicitations related to the buying or selling of specific securities, products, services, or investment strategies. The information available on this site does not aim to provide exhaustive tax advice or financial planning guidance tailored to individual client investment requirements. It is crucial to seek guidance from a qualified financial or investment advisor (such as ourselves), consult with a tax expert, or engage an attorney before putting into action any strategy or recommendation discussed herein. Please keep in mind that investing carries inherent risks, including the potential loss of the initial investment.