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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Chartered Retirement Plans Specialist (CRPS) conferred by College for Financial Planning

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CT, FL, ME, MA, MI, NH, NY, NC, OH, PR, RI, UT

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