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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 2023 FMG Suite.

Investment advisory/Financial planning services offered through Money Managers, Inc. an Investment Advisory firm registered with the State of Texas. Securities are offered through NEXT Financial Group, Inc., Member FINRA/SIPC. TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC is the custodian of Fee Based Accounts. None of the named entities are affiliated.

Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

We are licensed to sell Investment Products and Services in the following states: AZ (Arizona), CA (California), CO (Colorado), DE (Delaware), FL (Florida), ID (Idaho), IL (Illinois), IN (Indiana), IA (Iowa), KY (Kentucky), LA (Louisiana), MO (Missouri), NY (New York), OK (Oklahoma), TN (Tennessee), TX (Texas), UT (Utah), WA (Washington), WI (Wisconsin)

We are licensed to sell Insurance Products in the following states: AL (Alabama), CO (Colorado), DE (Delaware), FL (Florida), IA (Iowa), LA (Louisiana), MO (Missouri), OK (Oklahoma), TN (Tennessee), TX (Texas), VA (Virginia), WA (Washington)