9400 4th St N, Suite 201, Saint Petersburg, FL 33702

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Office: 423-561-1933

9400 4th St N

Suite 201

Saint Petersburg, FL 33702

financial.planning@elevatefpwm.com

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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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Check the background of your financial professional on FINRA's BrokerCheck.

Investment advisory services offered through Elevate Financial Planning and Wealth Management, LLC (“Elevate”). Insurance services offered by Florida Financial Insurance, LLC (“FFI”) d/b/a Florida Financial Insurance Agency Services. Elevate is a separate legal entity from and is not an affiliate of FFI. 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 Privacy Policy.

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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.