Rooted Planning Group (a DBA of Irvine Wealth Planning Strategies, LLC) Disclaimer:

The information provided in this report has been supplied by third parties, and although the data is believed to be reliable, no representation is made as to the accuracy, timeliness or completeness of the information contained herein. This report combines investment account data solely for the sake of convenience and may not reflect the total composition or provide accurate pricing of your investment holdings.

This report is not intended to replace a clearing firm or other custodian’s periodic account statements and transaction confirmations. Clearing firm and custodian statements should serve as the primary and most accurate data source should a discrepancy in reported information occur. Reported results reflect the deduction of advisory fees, brokerage commissions, fund charges and the reinvestment of dividends. For questions regarding the fees or charges deducted against your account, please contact your financial advisor.

This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance.

We only transact business in states where it is properly registered, or excluded or exempted from registration requirements. Please remember to contact us, if there are any changes to your personal or financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services, or if you want to impose, add, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that we process any specific transactions in your account(s).

A copy of our current written disclosure statement (SEC Form ADV2A “Disclosure Brochure”) discussing our advisory services and fees is always available for your review upon request.