Momentum Financial & Ins. Services LLC is a registered investment adviser located in California (CRD:313233). Momentum Financial & Ins. Services LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Momentum Financial & Ins. Services LLC’s presentation is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Momentum Financial & Ins. Services LLC’s presentation on the Internet or social media should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Momentum Financial & Ins. Services LLC with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Momentum Financial & Ins. Services LLC, please contact the state securities regulators for those states in which Momentum Financial & Ins. Services LLC maintains a registration filing. A copy of Momentum Financial & Ins. Services LLC’s current written disclosure statement discussing Momentum Financial & Ins. Services LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Momentum Financial & Ins. Services LLC upon written request. Momentum Financial & Ins. Services LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Momentum Financial & Ins. Services LLC’s presentation or web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This presentation and the information it contains are provided for informational purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This presentation and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Merrit Strunk and an individually licensed and appointed insurance agent, CA Lic. No. 0L97510.