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Resources

Helpful Tools

Financial Plan Checklist

http://Financial-Plan-Checklist

Risk Tolerance Questionaire

http://Risk-Tolerance-Questionaire

Client
Access

http://Client-Access

My Financial Picture

http://My-Financial-Picture

Links of interest

Certified Financial Planner
Investor Login
Investment Adviser Public Disclosure
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Contact Us

1980 E River Rd. #120 Tucson, AZ 85718
(520) 297-7999

Check the background of this firm on the
IAPD website

Client Relationship Summary

WMP is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WMP and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WMP unless a client service agreement is in place.

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