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Six Tips for Organizing Your Records

January 30, 2024

Contact

Office: (760) 731-0489

Fax: (760) 849-4404

27349 Jefferson Ave

Suite 212

Temecula, CA 92590

CA Ins Lic # E046349

theteam@lh-cp.com

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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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Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6267 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Lighthouse Capital Planners and PlanMember Securities Corporation are independently owned and operated companies. Jared S. Johnson CA Insurance Lic #0E46349.

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