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555 Quince Orchard Road, Suite 280, Gaithersburg, MD 20878

(301) 977-7123
info@planvestfinancial.com
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PlanVest Financial is an independent Registered Investment Advisory (RIA) firm,
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Our team of knowledgeable financial professionals are committed to providing you
with informed wealth advice and professional service, to help you and your
family reach Financial Freedom.

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555 Quince Orchard Road, Suite 280


Gaithersburg, MD 20878

Phone: (301) 977-7123

Fax: (301) 977-7124

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CONTACT

Office: (301) 977-7123

Fax: (301) 977-7124

555 Quince Orchard Road

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Gaithersburg, MD 20878

info@planvestfinancial.com



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including loss of principal. Past performance is not indicative of future
results. The investment return, yields, and principal value will fluctuate with
the market.

This information is not intended to provide specific legal, tax, or other
professional advice. Always consult with your tax or legal advisor. Neither
PlanVest Financial, Inc. nor any of its representatives may give legal or tax
advice.

The information contained herein has been obtained from sources considered to be
reliable, but the accuracy or completeness of any statements is not guaranteed.
All information provided is intended for illustration purposes only. They are
not intended to represent the performance of any specific type of investment or
strategy. Illustrations should not be used for making investment or any other
types of decisions.

The client acknowledges that the advisor is relying upon the client information
(e.g., risk tolerance, time horizon, and investment objective) for the purposes
of providing recommendations to the client. The client agrees to give the
advisor notice of any significant changes in the client information and to
provide the advisor with any additional information that the advisor may
reasonably request.

Investment Advice offered through PlanVest Financial, Inc., a Registered
Investment Advisor.