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Nora Paul
Consulting Group
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
Suite 1100
Dayton, OH 45402
tel: 937-223-4063
toll free: 800-223-0644
fax: 937-223-4010
toll free: 800-223-0644
fax: 937-223-4010
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Retirement Questions and Resources: What Every Client Should Know (pdf)
- IRAs: Powering Your Retirement (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- Consulting Group: The Risks and Rewards of Common Investment Styles (pdf)
- Consulting Group: Putting the Pieces Together - Account Consolidation Can Help with the Planning Puzzle (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- Enrolling in smithbarney.com (pdf)
- FMA at a glance (pdf)
- How You Can Survive a Layoff (pdf)
- Why Plan for Long Term Care? (pdf)
- Does the Stimulus Plan Benefit You and Your Family? (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Understanding Your Account Statement (pdf)
- Retirement Standard Checklist (pdf)
- Dr. Bob's Seven Principles of Wealth Planning (pdf)
- The Basics of Annuities: Planning for Income Needs (pdf)
- smithbarney.com: Total View (pdf)
- Do You Have an Old Plan for a New Life? Getting the most out of your life insurance coverage (pdf)
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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