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Firm Brochure & Client Disclosures

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Firm Brochure & Client Disclosures

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Identity Protection Best Practices

Best Practice Guide Carriage House Planning, LLC . 8/22/24 Best Practice Guide Carriage House Planning, LLC . 8/22/24

Identity Protection Best Practices

Join Casey Fulp, CFP(r) as he dives into identity theft protection and the history of credit reporting. In this short video he will share several best practices to ensure you stay ahead of threats to your identity and financial well-being.

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Carriage House Planning LLC

Investment Advisory | Financial Planning | Wealth Management

PO Box 271109, Tampa, FL 33688 | (813) 851-2231 | Info@CarriageHousePlanning.com

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Carriage House Planning LLC (“CHP”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CHP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CHP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.