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The Elm Street Group at Morgan Stanley: Financial Planning

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The Elm Street Group at Morgan Stanley: Financial Planning

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- Tax Tables to Help You in Your Investment Decisions - 2014 Edition

- How Much Life Insurance Do You Need?

- Retirement Standard: Your Retirement Income Plan

- Retirement Standard: Risk Review

- Retirement Standard: Social Security Benefits

** More At: BagTheWeb - The Elm Street Group

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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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A Private Banker* can help address your lending, liquidity and commercial needs. Working together, we can help ensure that these services complement your overall wealth strategy. Additionally, our partnership expands your access to the breadth of resources at Morgan Stanley. Let us discuss how we can better meet your financial needs.

- Peter Kugeler - Private Banker

**Article Source

*Please note: Private Bankers are employees of Morgan Stanley Private Bank, National Association, not Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is a registered broker-dealer, member SIPC, not a bank. Where appropriate, Morgan Stanley has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Unless specifically disclosed in writing, investments and services offered through Morgan Stanley are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested.

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Financial Advisor – Micheal Shearin

Elm Street Group Detail

Elm Street Group Services

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A Private Banker* can help address your lending, liquidity and commercial needs. Working together, we can help ensure that these services complement your overall wealth strategy. Additionally, our partnership expands your access to the breadth of resources at Morgan Stanley. Let us discuss how we can better meet your financial needs.

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Welcome

The Elm Street Group Advantage

Our team, The Elm Street Group at Morgan Stanley, provides comprehensive wealth management services to clients, and their families throughout their lifetime. We assist our clients to accumulate, preserve and distribute wealth in accordance with their very personal life and financial goals. Our goal is simple: "to be our clients’ trusted wealth advisors over the generations."

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* Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.

* As CERTIFIED FINANCIAL PLANNER™ practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

* Family Assist - Helping Surviving Family Members Maintain Financial Independence. Do you need to revise your financial and estate plans to reflect new issues and concerns? See Financial Planning to read this guide.

Useful References:

Michael Shearin at Elm Street Group

Elm Street Group Detail