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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

United Planners Financial Services Form CRS

PFG Advisors' Relationship Summary (Form CRS)

Free and simple tools are available to research firms and financial professionals at investor.gov/crs, which also provides educational materials about broker-dealers, investment advisors, and investing.

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. TruWest Wealth Management Services, TruWest® Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

Not NCUA Insured

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

SEC Marketing Rule Disclosure

Securities-related services may not be provided to individuals residing in any states other than those listed on our team member pages. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states in which we are not properly licensed.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.