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Asset Location

How investors distribute their investments among tax-sheltered and taxable accounts. Not the same as asset allocation.

The SAFE Steps was founded in 2021 and has worked with thousands of high school students and their families to better prepare them for a future where Human Skills mastery is essential in a changing world.

Contact Info

Address

240 NW 76th Drive, Suite “D” Gainesville, FL, 32607

Phone
(877) 257-4141
Email
[email protected]

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