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THIS SERVICE IS PROVIDED TO CLIENTS OF MONTAGE WEALTH MANAGEMENT.

Copyright 2016 Plan Your Legacy, LLC. This communication strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,FL,HI,ID,IN,MA,MD,MI,MN,NC,NJ,NV,NY,OR,SC,SD,TN,TX,VA,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network. Member FINRA, SIPC, a Registered Investment Advisor. Legacy planning services offered by My Wisdom Will and/or Montage Wealth Management are separate and unrelated to Commonwealth.