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EXPERIENCED.
SECURE.
HOLISTIC.


WE ARE AN INDEPENDENT, WEALTH MANAGEMENT FIRM PROVIDING SOPHISTICATED, HOLISTIC
AND OBJECTIVE SOLUTIONS FOR OUR CLIENTS.


I’M AN INDIVIDUAL



I’M AN INSTITUTION




EIGHT COMMON MISTAKES THAT CAN JEOPARDIZE YOUR RETIREMENT

December 18, 2023 Retirement
According to Charles Schwab, retirement planning is the number one source of
financial stress for the majority of Americans. Given the potential for
retirement to span 20 or more years, it is extremely important to avoid costly
mistakes today which could have detrimental costs tomorrow. This article
outlines eight common mistakes people make which can have detrimental impacts on
retirement.


DON'T LET HEALTHCARE COSTS DERAIL A HEALTHY RETIREMENT

July 7, 2023 Financial Planning InformationHealthcare
As people age, their medical needs tend to increase, which requires thoughtful
planning to meet these needs in retirement.


TOP CYBER SECURITY TIPS TO UTILIZE WHILE WORKING FROM HOME

June 28, 2023 Current Events
If you're working from home, it's important that you utilize cybersecurity
measures. These 8 tips can help keep your work secure.




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Securities offered through USCA Securities, LLC, member FINRA/SIPC. Investment
advisory services offered through U.S. Capital Wealth Advisors, LLC and USCA
Asset Management LLC.
Municipal advisory services offered through USCA Municipal Advisors LLC, MSRB
registered.

Advisory Services offered through U.S. Capital Wealth Advisors, LLC (“USCWA”),
using custody, trading and support services of Charles Schwab & Co. Inc.
(“Schwab”), or National Financial Services (“NFS”). The introducing broker for
accounts at NFS is either USCA Securities LLC (“USCA”) or Fidelity Brokerage
Services, both members of FINRA/SIPC. USCA and USCWA are not owned by,
affiliated with or supervised by Schwab or NFS.

Brokerage services for accounts held at FCCS offered through USCA Securities
LLC, member FINRA/SIPC.

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