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2024 Tax Strategy Worksheet

Click to download the worksheet and lower your taxes!

Stillwater Financial Services (DBA Stillwater Financial) is a registered investment adviser.

Commonly requested documents: ADV Part 2A and 2B, Form CRS and Privacy Policy.

Copies of these documents, as well as our entire policies and procedures manual will be mailed upon request

© 2022 by Stillwater Financial Services, LLC

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