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1225 Pleasant Grove Blvd Suite 120

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and Advisory services offered through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Sequoia Advisory Group Financial and Insurance Services and United Planners Financial Services are independent companies.

Sequoia Advisory Group Financial and Insurance Services does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. 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.

Charlie Harrison, CFP® and Haldun Arin are registered to conduct securities business in California, Florida, New York, Texas and Washington. Charlie Harrison is additionally licensed in Alaska, Arizona, Georgia, Idaho, Maryland, Michigan, Missouri, Montana, Nevada, New Jersey, North Carolina, Oregon, Tennessee and Wisconsin. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Alaska, Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maryland, Michigan, Missouri, Montana, North Carolina, New Jersey, Nevada, New York, Oklahoma, Oregon, Tennessee, Texas, Washington and Wisconsin.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.