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

3. INVESTMENT STRATEGY can be strengthened

4. Insert Your Picture Here

5. MODEL WEALTH PORTFOLIOS

6. PORTFOLIOS portfolio based on your PERSONAL PRIORITIES

7.  GENERATING RETIREMENT INCOME

8.  MANAGING RISK

9.  GENERATING RETIREMENT INCOME  MANAGING RISK  MINIMIZING TAXES

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

12. varying Investment Objectives

13. varying Asset Allocations Investment Objectives

14. varying Asset Allocations Underlying Securities Investment Objectives

15. A PORTFOLIO SPECIFICALLY FOR YOU

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

17. 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.