Pursuit Wealth Planning is a marketing name for securities, insurance and investment advisory services offered by Jennifer Pena and Jennifer Nelson through SagePoint Financial, Inc., Member FINRA/SIPC and a registered investment adviser. Neither SagePoint Financial nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
The sight may contain links to information contained on a third party website. These links are provided as a convenience and for informational purposes only. We assume no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.
This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, FL, ID, IL, IN, IA, MD, MA, MI, MN, MS, MO, MT, NV, NM, OH, OK, OR, SC, SD, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.