Gifts of appreciated securities provide financial support for the Warrior Foundation ~ Freedom Station as well as tax benefits for the donor. Usually long-term appreciated securities can generate the most favorable tax benefits.
To ensure that your contribution is receipted in a timely manner, please four broker for details.
Contact Information:
Richard S. Carlquist, AIF® CFP®
Financial Advisor
Cetera Advisor Networks, LLC
Member FINRA/SIPC
814 Morena Blvd., Suite 108
San Diego CA 92110
619.294.9727 Ext. 102
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