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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

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    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.