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Locations:

1630 E. Bethany Home Rd.
Phoenix , AZ 85016

Phone: (602) 730-7020

8777 East Via De Ventura Ste 335
Scottsdale, AZ 85258

Phone: (480) 951-1700

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Locations:

1630 E. Bethany Home Rd.
Phoenix , AZ 85016

Phone: (602) 730-7020

8777 East Via De Ventura Ste 335
Scottsdale, AZ 85258

Phone: (480) 951-1700

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Locations:

1630 E. Bethany Home Rd.
Phoenix , AZ 85016

Phone: (602) 730-7020

8777 East Via De Ventura Ste 335
Scottsdale, AZ 85258

Phone: (480) 951-1700

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Form ADV Part 2A

Form ADV Part 3

Investment advisory services offered through CS Planning Corp., an SEC registered investment adviser.  Registration does not imply any level of skill or training. Additional information about us is available on the SEC’s website at www.adviserinfo.sec.gov .

Advisory services are only offered to clients or prospective clients where CS Planning Corp., doing business as GuidePoint Private Wealth Management and its representatives are properly licensed or exempt from licensure.

For additional information, refer to our Form ADV Part 2A Disclosure Brochure, Form CRS  (Client Relationship Summary) and Privacy Policy

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*GuidePoint Private Wealth Management does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

*GuidePoint principal Richard E Bingaman is the owner of REB CPA, PLLC. A Conflict of interest exists when referring to or recommending that clients work with Mr. Bingaman in this outside business activity. Clients are under no obligation to utilize the tax services provided by REB CPA, PLLC and may find similar services through other tax professionals.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Work Optional Lifestyle Planning
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