Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Any opinions are those of Trinity Strategic Wealth and not necessarily those of RJFS or Raymond James. Investments mentioned may not be suitable for all investors. Please note that the portfolios provided above are general and investment decisions should only be made after a discussion with the appropriate professional about your individual situation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board 's initial and ongoing certification requirements. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.
T R I N I T Y STRATEGIC WEALTH ™
(P) 918.492.2150 (F) 918.493.3383
1375 E. 71st St. Tulsa, OK 74136 Email: jodi.rahm@trinitystrategicwealth.com www.trinitystrategicwealth.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Trinity Strategic Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services
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