Disclosures and Privacy Policies

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Investment advisory services offered through Elevate Financial Planning and Wealth Management, LLC (“Elevate FPWM”). Securities offered through Trinity Wealth Securities, LLC (“TWS”), Member FINRA/SIPC. Insurance services offered by Elevate Insurance Agency Services LLC. ("Elevate Ins.").  Elevate FWPM and Elevate Ins. are affiliated through common ownership. Both are separate legal entities from and is not an affiliates of TWS.

Elevate is a separate legal entity from and is not an affiliate of TWS. Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY. For additional information about Elevate, please review our Form ADV. For additional information about TWS, please check the background of this firm on FINRA's BrokerCheck.

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.

No content published here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy or an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities.

Hyperlinked or referenced third-party content is not under the control of the Firm and it is not responsible for, nor does it certify or endorse, such content or site. Any references herein to "registered investment adviser," "registered," "fiduciary" or other attribute or qualities of the Firm or its financial professionals does not imply a certain level of skill or training and should not be construed as unique.

Tax-managed investing does not equate to comprehensive tax advice, is limited in scope and not designed to eliminate taxes in an account, and (like any investment strategy) subject to risks. The Firm does not provide legal advice or tax services. Please consult your legal or tax professional regarding your specific situation.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”),
Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and
FFI are affiliated through common ownership. Elevate is a separate legal entity from and is not affiliate of FFA, TWS or FFI.
Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED
BY ANY STATE OR FEDERAL AGENCY.
The representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of any other state.
Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. No content published
here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy.
Elevate, FFA, TWS or FFI do not provide legal, tax, or accounting advice or services. Please consult your accounting, legal or tax experts regarding your
specific situation.
The third-party content linked to this site is for informational and educational purposes only. Elevate, FFA, TWS or FFI do not represent this third-party
information as their own. While the information has been gathered from sources deemed to be reliable, Elevate, FFA, TWS or FFI cannot guarantee the
completeness or accuracy of this content.Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”),
Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and
FFI are affiliated through common ownership. Elevate is a separate legal entity from and is not affiliate of FFA, TWS or FFI.
Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED
BY ANY STATE OR FEDERAL AGENCY.
The representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of any other state.
Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. No content published
here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy.
Elevate, FFA, TWS or FFI do not provide legal, tax, or accounting advice or services. Please consult your accounting, legal or tax experts regarding your
specific situation.
The third-party content linked to this site is for informational and educational purposes only. Elevate, FFA, TWS or FFI do not represent this third-party
information as their own. While the information has been gathered from sources deemed to be reliable, Elevate, FFA, TWS or FFI cannot guarantee the
completeness or accuracy of this content.Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”),
Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and
FFI are affiliated through common ownership. Elevate is a separate legal entity from and is not affiliate of FFA, TWS or FFI.
Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED
BY ANY STATE OR FEDERAL AGENCY.
The representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of any other state.
Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. No content published
here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy.
Elevate, FFA, TWS or FFI do not provide legal, tax, or accounting advice or services. Please consult your accounting, legal or tax experts regarding your
specific situation.
The third-party content linked to this site is for informational and educational purposes only. Elevate, FFA, TWS or FFI do not represent this third-party
information as their own. While the information has been gathered from sources deemed to be reliable, Elevate, FFA, TWS or FFI cannot guarantee the
completeness or accuracy of this content.Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”),
Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and
FFI are affiliated through common ownership. Elevate is a separate legal entity from and is not affiliate of FFA, TWS or FFI.
Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED
BY ANY STATE OR FEDERAL AGENCY.
The representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of any other state.
Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. No content published
here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy.
Elevate, FFA, TWS or FFI do not provide legal, tax, or accounting advice or services. Please consult your accounting, legal or tax experts regarding your
specific situation.
The third-party content linked to this site is for informational and educational purposes only. Elevate, FFA, TWS or FFI do not represent this third-party
information as their own. While the information has been gathered from sources deemed to be reliable, Elevate, FFA, TWS or FFI cannot guarantee the
completeness or accuracy of this content.Investment advisory services offered through Florida Financial Advisors, LLC (“FFA”). Securities offered through Trinity Wealth Securities, LLC (“TWS”),
Member FINRA/SIPC. Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. FFA, TWS and
FFI are affiliated through common ownership. Elevate is a separate legal entity from and is not affiliate of FFA, TWS or FFI.
Securities and insurance products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED
BY ANY STATE OR FEDERAL AGENCY.
The representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly
registered or licensed. No offers may be made or accepted from any resident of any other state.
Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. No content published
here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy.
Elevate, FFA, TWS or FFI do not provide legal, tax, or accounting advice or services. Please consult your accounting, legal or tax experts regarding your
specific situation.
The third-party content linked to this site is for informational and educational purposes only. Elevate, FFA, TWS or FFI do not represent this third-party
information as their own. While the information has been gathered from sources deemed to be reliable, Elevate, FFA, TWS or FFI cannot guarantee the
completeness or accuracy of this content..