Tivive will transfer funds to client accounts ending the fiscal year under 5% based on the beginning balance of January 1st, minus any client withdrawals throughout the calendar year. *Guaranteed annual gains are reflected on the account by the final calendar day of the year.

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The testimonial may not represent the experience of other clients and is not indicative of future performance or success. Investing involves risk, including a possible loss of principal. Offered brokerage products are not FDIC insured, have no bank guarantee and may lose value.

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