(949)677-5707
Projections and information in the report regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. Results may be more or less favorable due to uncontrollable future data such as investment returns, inflation rates, tax rates, and product expenses. The content of the report is not intended to provide legal, tax, or accounting advice. Please consult your tax advisor for specific tax advice.
CA Lic. #0F47582, RIA Lic. #159242, DRE Lic. #01157149
Balanced Wealth Management26632 Towne Centre Drive Suite 300Foothill Ranch, CA 92610Ph: (949)677-5707Em: chuck@balancedwealthmgt.comhttp://www.balancedwealthmgt.com/