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Balanced Financial Approach

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Mergent Group

Office: (972) 590-8808

15110 Dallas Parkway

Suite 500

Dallas, TX 75248

connect@mergentgroup.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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Securities and Retirement Plan Consulting Program Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Other advisory services are offered through Mergent Group, a DBA of Advisor Resource Council, a registered investment advisor. Mergent Group and Advisor Resource Council are separate entities from LPL Financial.

The LPL registered representatives of Mergent Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.