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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Akira Abderrahman, CRPC® ‐ CA Insurance License #2094320
Art Parry, CRPC® ‐ CA Insurance License #0D74120
Cody Barner, CFP® ‐ CA Insurance License #0M55662
Dennis Williams, MSBA, CFP®, CPFA® ‐ CA Insurance License #0C49029
Ethan Lagasse, CRPC®– CA Insurance License #4370799
Maureen Huttel, CRPC® ‐ CA Insurance License #0J13124
Peter M. Falk, MSBA, CFP® ‐ CA Insurance License #0D07743
Ryan Walls, SE-AWMA™ ‐ CA Insurance License #4050689
Steve S. Cannon, ChFC®, CRPC®, CFP® ‐ CA Insurance License #0D62452
Zackery Bertrand, CFP®, MSPFP - CA Insurance License #0K82911

Osaic Wealth, Inc and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Danielle Bracken

Employer Plan Operations

(619) 321-4473

Danielle.Post@ShorelightWG.com

Download Contact