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Office: 858.270.7705

Fax: 858.777.9597

6390 Greenwich Drive,

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San Diego, CA 92122

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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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Disclosures: Securities, insurance and advisory services may be offered through SagePoint Financial, Inc, member FINRA/SIPC. Additional investment advisory services may be offered through San Diego Wealth Management, LLC, not affiliated with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the state(s) of Alabama, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Michigan, Nevada, New York, Oklahoma, Oregon, Tennessee, Texas, Virginia, Washington, and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced. Listed entities are not affiliated.

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