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Safeguard Your Digital Estate

Apr 3, 2024

If you died, what would happen to your email archives, social profiles and online accounts?

Return on Life

Help Kids Set Goals for New School Year
What Did You Learn Today?
What’s Your Routine for a Better ROL?
Should I Remodel or Move?

Market Commentary

Market Commentary | Week of April 14th, 2025
Market Commentary | Week of Apri 7th, 2025
Market Commentary | Week of March 21st, 2025
Market Commentary | March 24th, 2025

Market Insights

Market Insights – May 20, 2024
Market Insights – May 13, 2024
Weekly Insights – May 6, 2024
Market Insights – April 29, 2024

Videos

The Cost of Procrastination
A Bucket Plan to Go with Your Bucket List
How to Bake a Pie-R-A
Social Security: By the Numbers

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Pinecrest Financial

6800 Weiskopf Avenue, Suite 150 | McKinney, TX 75070

P: 972.807.3389 | Email Thanhha |

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pinecrest Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MO, NV, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Pinecrest Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Below you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records.

Cambridge’s Form CRS (Customer Relationship Summary)

CIRA Form ADV 2A | Pinecrest Financial Form ADV 2B | Form CRS for Cambridge | Form CRS for CIRA | Regulation BI Disclosure

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Pinecrest Financial