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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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IRVING PLANNING & INVESTMENTS, LTD. - Investment Adviser Firm (sec.gov)

Irving Planning & Investments, Ltd. is registered as an Investment Advisor with the Colorado Division of Securities and offers investment advice in states where the firm is registered or exempt from registration.

*Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.

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