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Investment advisory services are offered through Roi Financial Planning, Roi FP, a registered investment advisor. Schwab has custody of all managed assets. It is intended exclusively for the named addressee. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the intended recipient, you are at this moment notified that you have received this communication in error and that any review, disclosure, dissemination, distribution or copying of it or its contents is prohibited. If you have received this communication in error, please immediately notify by replying to this message and deleting it from your computer. Securities transaction orders received via voicemail or email will not be honored as a timely response cannot be guaranteed. To help protect your privacy, we recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email. Under the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review. Additional Important Disclosures may be found on www.roi-fp.com, under at https://www.adviserinfo.sec.gov or by calling 858.319.8207. Our offices are located at 1942 1 half diamond St, 1 San Diego CA 92109 Copyright © 2024 Roi FP - Financial Planning, Taxes and Wealth Management - All Rights Reserved.
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