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Securities offered through United Planners Financial Services, member FINRA / SIPC . Advisory Services offered through RDA Financial Network, a registered investment advisor. RDA Financial Network DBA Legacy Financial. United Planners, RDA Financial and Legacy Financial are not affiliated.

This communication is strictly intended for individuals residing in the states listed. Chad Ericson is registered to conduct securities business in AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, IA, KS, KY, MD, MA, MI, MN, MS, MO, NE, NJ, NM, NY, NC, ND, OH, OK, OR, SC, SD, TN, TX, VA, WA and WI. Gregory Giles is registered to conduct securities business in CA, DC, FL, IA, MD, MA, MN, NE, SD and TX. No offers may be made or accepted from outside the specific states referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. Investments are not FDIC insured, not a deposit, not bank guaranteed and may lose value.