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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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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 information is not intended to provide specific legal, tax, or other professional advice. Always consult with your tax or legal advisor. Neither PlanVest Financial, Inc. nor any of its representatives may give legal or tax advice.

The information contained herein has been obtained from sources considered to be reliable, but the accuracy or completeness of any statements is not guaranteed. All information provided is intended for illustration purposes only. They are not intended to represent the performance of any specific type of investment or strategy. Illustrations should not be used for making investment or any other types of decisions.

The client acknowledges that the advisor is relying upon the client information (e.g., risk tolerance, time horizon, and investment objective) for the purposes of providing recommendations to the client. The client agrees to give the advisor notice of any significant changes in the client information and to provide the advisor with any additional information that the advisor may reasonably request.

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