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2433 Morgantown Road

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Reading, PA 19607

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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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Asset Management and Planning, LLC d/b/a CFG Horizons, LLC.
Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. CFG and Fortune Financial Services, Inc. are separate entities.
AM&P is a registered investment adviser with the SEC and its principal place of business in the State of South Carolina and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Firm may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.
Please be aware that economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Additionally, all investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s investment portfolio.
The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about Firm including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein or click on the link provided. Please read the Disclosure Brochure carefully before you invest.
At certain places on the CFG Internet site, live links to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of CFG. CFG does not endorse, approve, certify, or control these external Internet addresses and does not guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by tradename, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFG.

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