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IMPORTANT DISCLOSURES
The Client Relationship Summary is a two-page document that outlines services provided by Erickson Financial Group, the fees paid for those services, and an explanation of conflicts of interest that exist in the advisory relationship with clients.
The disclosure brochure outlines the business practices and qualifications of Erickson Financial Group in providing investment management and financial planning services. The privacy policy is also contained within the disclosure brochure document.
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