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Advisory services are offered through Lifestyle Freedom Advisory Group, LLC, a Registered Investment Advisor in the states of Florida, Connecticut, North Carolina, New York, Georgia, and Texas. Insurance products and services are offered through Lifestyle Freedom Safe Harbor, LLC, an affiliated company. Securities offered through Charles Schwab & Co. Inc., member FINRA/SIPC. Lifestyle Freedom Advisory Group, LLC and Charles Schwab & Co., Inc. are separate entities, independently operated. Tax planning and business consulting services are offered through Lifestyle Freedom Group, LLC. Lifestyle Freedom Advisory Group, LLC and Lifestyle Freedom Group, LLC are affiliated companies. Strategic partners are unaffiliated organizations engaged for their expertise and credentials on an as-needed basis. All strategic partners are operated independently from Lifestyle Freedom Advisory Group, LLC. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Lifestyle Freedom Advisory Group, LLC is not engaged in the practice of law.

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