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Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This booklet may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this booklet is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the booklet and may not be valid, may change, and/or may not be true any longer as time passes.

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