6 Montgomery Village Avenue, Suite 320, Gaithersburg, MD 20879

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DC Metro Area Office

6 Montgomery Village Avenue

Suite 320

Gaithersburg, MD 20879

Phone: (301) 977-7123

Fax: (301) 977-7124

Mon-Fri: 9:00 AM - 5:00 PM

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Office: (301) 977-7123

Fax: (301) 977-7124

6 Montgomery Village Ave

Suite 320

Gaithersburg, MD 20879

info@planvestfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The information published herein is provided for informational purposes only, and does not constitute an offer, solicitation or recommendation to sell or an offer to buy securities, investment products or investment advisory services.

The S&P 500 Index, which is a market-capitalization weighted index containing the 500 most widely held companies chosen with respect to market size, liquidity, and industry.

The Nasdaq Composite Index is a market capitalization weighted index of more than 3,700 listed on the Nasdaq stock exchange with the technology sector representing over half of the index and further with 4 companies representing roughly 40% of the index.

The Bloomberg Aggregate Bond Index is a major benchmark that tracks the performance of the investment-grade U.S. bond market, including U.S. Treasuries, government agency debt, corporate bonds, and mortgage-backed securities. It is a market-capitalization-weighted index used by investors to measure fixed-income market exposure and performance.

No strategy assures success or protects against loss. Investing involves risk including loss of principal. Past performance is not indicative of future results. The investment return, yields, and principal value will fluctuate with the market.

This material is provided for informational purposes only. Nothing herein should be considered an offer to buy or sell securities nor should it be considered investment advice. For specific advice regarding your individual situation, please consult with qualified legal, tax, or other appropriate professionals. PlanVest Financial, Inc. does not provide legal or tax advice.

The information contained herein has been obtained from sources considered to be reliable, but accuracy and completeness cannot be guaranteed. Performance of any specific type of investment or statements are hypothetical in nature and do not guarantee future results. Individual results may vary based on specific circumstances.

Investment Advice offered through PlanVest Financial, Inc., a registered investment advisor.