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Office: 216.591.2367

Office: 216.223.9911

Toll-Free: 800.536.2347

Fax: 216.223.9911

100 Park Avenue

Suite 425

Orange Village, OH 44122

james.schaffer@waypointpt.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.

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Copyright 2026 FMG Suite.

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Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Additional investment advisory services offered through Waypoint West.

*Associated persons of Osaic Wealth, Inc who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

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