Name Approved Title Approved Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # address Website Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

INVESTMENT STRATEGY can be strengthened

Insert Your Picture Here

MODEL WEALTH PORTFOLIOS

PORTFOLIOS portfolio based on your PERSONAL PRIORITIES

 GENERATING RETIREMENT INCOME

 MANAGING RISK

 GENERATING RETIREMENT INCOME  MANAGING RISK  MINIMIZING TAXES

 GENERATING RETIREMENT INCOME  MANAGING RISK  MINIMIZING TAXES  CAPTURING RETURNS

varying Investment Objectives

varying Asset Allocations Investment Objectives

varying Asset Allocations Underlying Securities Investment Objectives

A PORTFOLIO SPECIFICALLY FOR YOU

Name Approved Title Approved Business Company Name Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # address Website Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

There is no assurance that the techniques and strategies of Model Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal.