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ASHEVILLE

1998 Hendersonville Road,
Unit #25
Asheville, NC 28803
Phone: (888) 364-2949
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GASTONIA

1556 Union Road
Suite D
Gastonia, NC 28054
Phone: (888) 364-2949
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MAILING ADDRESS

P.O. Box 369
Arden, NC 28704
Phone: (888) 364-2949
Fax: (828) 393-0773

[1] Disclaimer
This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, accountant, tax preparer, and/or other advisor regarding your specific situation or your client’s specific situation. The information and all accompanying material are for your use and convenience only.

All Financial advisory services are offered through Lifestyle Freedom Advisory, 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, LLC and Charles Schwab & Co., Inc. are separate entities, independently operated.

We, Sentry Law, Wealth, & Tax (a dba of Cooper Law Firm, P.C.,), and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.

To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.

This website is for informal purposes only and does not constitute an offer to sell, a solicitation to buy or a recommendation for any security or an offer to provide advisory or other services by Sentry Wealth, Inc. in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction The information contained on this website should not be construed as financial or investment advice on any subject matter.

Not FDIC Insured • No Bank Guarantee • May Lose Value