715-241-6763

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myFamilyCFO, Inc.

Office: 715-241-6763

Toll-Free: 800-732-6807

Mobile: 715-212-4531

Fax: 715-942-9967

PO Box 297

WAUSAU, WI 54402

Series 6, 63, 65

patrick@myFamilyCFO.net

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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.

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Copyright 2026 FMG Suite.

Investment Adviser services offered through myFamilyCFO, Inc., a Registered Investment Adviser

myFamilyCFO, Inc. does not render legal or tax services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.