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Q3 2024 Plan Participant Newsletter

Contact

Thoughtful Plan Inc.

Office: (716) 836-0438

Fax: (716) 842-4109

1207 Delaware Rd STE 201

Buffalo, NY 14209

7, 66, AIF, Life, Accident & Health Insurance

mark.ziemba@thoughtfulplan.com

LPL Financial Form CRS

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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 and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Thoughtful Plan Inc. are separate entities from LPL Financial.

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