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Passing a business on to the next generation requires the cooperation of family members, advisors and key employees. We can help you coordinate a succession planning team and create a clearly documented plan to ensure a smooth transition.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court, Suite 100, Pewaukee, WI 53072, (262) 746-9270.


PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Design Group, Inc is not an affiliate or subsidiary of PAS or Guardian.


2018-71607 Exp. 7/21


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