Enhancing client purpose through comprehensive wealth management. We specialize in highly proactive financial management for high-net-worth pre-retirees, with a focus on tax strategies, creating a legacy for their families, planning a fulfilling retirement and pursuing philanthropy. *Disclosures: Check the background of your financial professional on FINRA's BrokerCheck 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. The financial consultants at Wealth Management Solutions are also registered with and Securities offered through LPL Financial. A registered investment advisor. Member www.finra.org & www.SIPC.org. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Wealth Management Solutions, a registered investment advisor. Financial Advocates Investment Management, Wealth Management Solutions and LPL Financial are separate entities. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Missouri (MO), New Jersey (NJ), Nevada (NV), Oregon (OR), and New York (NY)
