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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice may be offered through either LPL Financial or HighPoint Advisor Group, registered investment advisors. Equilibrium Wealth Management, LLC and HighPoint Advisor Group are separate entities from LPL Financial.

The LPL registered representatives associated with this page may only discuss and/or transact business with-----residents of the following states: AZ, FL, IL, LA, MA, MI, WI

This communication is strictly intended for individuals residing in the state(s) of AZ, FL, IL, IN, LA, MA, MI and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Highpoint Planning Partners, Equilibrium Wealth Management, LLC and LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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