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Office: (858) 756-1566

6013 La Granada

P.O. Box 5005

Rancho Santa Fe, CA 92067

CA Insurance License #OB12022

deana.carter@lpl.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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The financial consultant at Carter Financial is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Carter Financial are separate entities from LPL Financial.

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