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Office: (520) 818-7822

Fax: (520) 818-0181

12115 North Oracle Road

Suite 151

Oro Valley, AZ 85737

info@NavigationRetirement.com

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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 2023 FMG Suite.

Investment advisory services offered through Navigation Retirement Group, an SEC Registered Investment Adviser.

All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested.

Navigation Retirement Group is a registered investment adviser. Navigation Retirement Group and its representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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TD Ameritrade, Inc., Shareholders Service Group, and RBC Clearing and Custody are the firms that we use to custody our client assets. TD Ameritrade, Shareholders Service Group, RBC Clearing and Custody and Navigation Retirement Group are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade, Shareholders Service Group, and RBC Clearing and Custody do not endorse or recommend any advisor, and the use of the TD Ameritrade, Shareholders Service Group, and RBC Clearing and Custody logos does not represent the endorsement or recommendation of any advisor. Brokerage services are provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., and/or Shareholders Service Group, and/or RBC Clearing and Custody members FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.