Important advisory context.

Information on this website is general in nature and is not individualized investment, tax, or legal advice. Past outcomes do not guarantee future results, and any planning discussion should be evaluated in the context of a client's full situation.

References to fee savings, rollover opportunities, or optimization scenarios are illustrative only. Advisory services, if offered, should be described using final reviewed language aligned with all applicable regulatory obligations.

References to Fidelity or any other custodian should describe custody arrangements accurately and should not imply endorsement, sponsorship, or approval unless that relationship is expressly authorized.

This draft disclosure page should be finalized with the firm's compliance counsel or regulatory consultant before broad promotion.