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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 traded through Modern Capital Securities, Inc. 7000 Six Forks Road, Suite 102, Raleigh, NC 27615; Phone 800-440-0442; Member FINRA/SIPC. Fee based advisory services processed through and supervised by Castle Financial & Retirement Planning Associates, Inc., an SEC Registered Investment Advisory Firm and separate entity from Modern Capital Securities, Inc. Charles Schwab & Co., Inc., and TD Ameritrade Institutional, Inc. are firms also employed to custody and manage client assets. TD Ameritrade Institutional, Charles Schwab & Co., Inc, and Castle Financial, are separate and unaffiliated firms and are not responsible for each other’s services or policies.

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