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GWS Personal CFO Model Client Centric Value Proposition = C.A.R.E.* * Communication Accessibility Review /Re-Balance Education Amrish Patel 480-221-6502 [email_address] Securities offered through Securities America, Inc. Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, Amrish Patel, Representative; Global Wealth strategies, LLC and Securities America are separate entities 04/09 Global Wealth Strategies To manage both sides of the Balance Sheet, Assets and Liabilities for Individuals and Businesses Financial Planning Investment Strategies Alternative Investments Business Planning Residential Real Estate Mortgage Business & Real Estate Financing Insurance Life , Health, LTC, Disability Fixed Income Planning Benefits Program Succession Plans Estate Planning Asset Protection Cash Management College Funding Solutions Retirement Plans DC / DB Client

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Gws Overview 1 Pager

1. GWS Personal CFO Model Client Centric Value Proposition = C.A.R.E.* * Communication Accessibility Review /Re-Balance Education Amrish Patel 480-221-6502 [email_address] Securities offered through Securities America, Inc. Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, Amrish Patel, Representative; Global Wealth strategies, LLC and Securities America are separate entities 04/09 Global Wealth Strategies To manage both sides of the Balance Sheet, Assets and Liabilities for Individuals and Businesses Financial Planning Investment Strategies Alternative Investments Business Planning Residential Real Estate Mortgage Business & Real Estate Financing Insurance Life , Health, LTC, Disability Fixed Income Planning Benefits Program Succession Plans Estate Planning Asset Protection Cash Management College Funding Solutions Retirement Plans DC / DB Client

Gws Overview 1 Pager

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