Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser. The Next Generation Investing, LLC Form CRS can be found here & form ADV Part 2 here.

Securities offered through World Equity Group, Inc., member FINRA and SIPC. The World Equity Group Form CRS can be found here.

The Retirement Team and Next Generation Investing, LLC are not owned or controlled by World Equity Group, Inc. Visit http://brokercheck.finra.org/ for more information.

The generalized information we provide regarding tax minimization planning is not intended to, and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties only reduce them. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer's particular set of facts and circumstances. Investing entails risk, including possible loss of principle.