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leon@retirewithturningpoint.com

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Dana Point, CA 92629

Phone: 949-363-8686

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TurningPoint Retirement Strategies

Office: 949-592-5988

24901 Dana Point Harbor Drive

Suite 200

Dana Point, CA 92629

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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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This email is sent by Leon James CFP. Senior Managing Director of TurningPoint Retirement Strategies, LLC. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.