The information presented here is not specific to any individual's personal circumstances.
Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of AZ, TX and NM. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor.