2020 Wealth Solutions

*Securities and investment advisory services offered through Osaic Wealth, Inc.,

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All investing involves risk including the potential loss of principal. Rebalancing investments may cause investors

to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that

may increase your tax liability. Periodic investment plans involve continuous investment in securities regardless of

fluctuating price levels. Strategies that are non-correlated to the stock and bond markets are not without risk; such

alternative investments may not outperform asset classes correlated to the stock and bond markets and are not

suitable for all investors. No investment strategy such as asset allocation and diversification, portfolio rebalancing,

periodic investment plans, or alternative investments can assure a profit or protect against loss in periods of

declining value or in any given market environment. Fixed annuities are products of the insurance industry and

are designed for long-term retirement investing. Annuity guarantees are subject to the claims-paying ability of

the insurance company. Past performance is no guarantee of future results. Please note that individual situations

can vary. Therefore, the information presented here should only be relied upon when coordinated with individual

professional advice. This information is not intended to be a substitute for specific individualized tax, legal or

investment planning advice as individual situations will vary.

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