The Exploration session is where we will learn more about you, your needs, expectations, and ideal future to determine if we can help.
Discover which Untaxable Wealth Strategies© Are Available to You.
Copyright 2023. All Rights Reserved.
Securities offered through International Assets Advisory, LLC – Member FINRA/SIPC Advisory services may be offered through International Assets Investment Management, LLC or Global Assets Advisory, LLC
This material has been prepared for informational and educational purposes only. It should not be construed as a recommendation and is not intended to provide tax, legal or accounting advice. Strategies discussed herein may not be suitable or applicable for all investors. Past performance may not be indicative of future results. Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
The material provided is offered as a courtesy only and has been obtained from third party providers. Information is believed to be reliable, however, neither such providers nor IAA make any guarantee and hereby expressly disclaim any responsibilities for accuracy or completeness. International Assets Advisory, LLC, a registered U.S. broker-dealer, did not participate in the preparation of this webinar and as such cannot and does not guarantee the adequacy, accuracy or completeness of any such information, or the suitability or profitability of any particular investment. Information and expressions of opinions are subject to change without notice.
RockPort Global, LLC offers Securities through International Assets Advisory. LLC ("IAA") an Independent Registered Broker/Dealer - Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC ("IAIM"). Form CRS
The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.
Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Additionally, this website is NOT endorsed by Facebook in any way. Facebook is a trademark of Facebook, Inc.