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NLPA’s long-standing relationship with Merrill Lynch allows you to utilize their services and expertise as you plan for the future. Our relationship allows us to offer you a world-class financial analysis that will assist you in planning for retirement, education, and your estate. A Financial Foundation Report® is a financial planning service that provides you with a personalized, comprehensive financial analysis that you and your Merrill Lynch Financial Advisor can use as a guide to develop strategies and tactics for managing your wealth effectively.

For more information about the Financial Foundation Report, click through the following link: Merrill Lynch Financial Foundation Report.pdf

The Financial Foundation Report® is available to through NLPA Advantage at a price of $350. In order to utilize this service, please download and print out the Financial Foundation Report Profile Questionnaire. Once you have completed the questionnaire, please fax or mail the questionnaire along with $350 to:

NLPA Advantage
National Livestock Producers Association
Attn: Stacy Loutzenhiser
660 Southpointe Court, Suite 314
Colorado Springs, CO 80906
Fax: 719.538.8847

Merrill Lynch Financial Foundation Report
Financial Foundation Report Profile Questionnaire



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