emoney client web portal presentation with david juliano, clu, chfc, ricp

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Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training. David Juliano, CLU, ChFC, RICP, Senior Financial Advisor Stonehearth Capital Management SCM Client Portal

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Page 1: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

David Juliano, CLU, ChFC, RICP, Senior Financial Advisor

Stonehearth Capital Management SCM Client Portal

Page 2: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 3: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 4: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 5: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 6: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 7: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 8: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 9: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 10: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 11: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 12: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 13: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 14: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 15: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 16: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 17: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 18: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 19: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 20: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 21: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 22: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 23: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 24: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Page 25: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Questions and Answers

Page 26: eMoney Client Web Portal Presentation with David Juliano, CLU, ChFC, RICP

Stonehearth Capital Management, LLC is a Registered Investment Advisor. Registration does not imply a certain level of skill or training.

Stonehearth Capital Management Investment ProcessRequired Disclosure:The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.