Retirement Plan Perspectives

Q4 2023
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Contact

Central Coast Wealth Management

Office: 805.439.0370

Fax: 805.439.0392

1104 Palm Street

San Luis Obispo, CA 93401

kurt@centralcoastwm.com

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Form CRS: Client Relationship Summary

_{This communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IL, IN, LA,, OH, SD, TX, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial professionals of Central Coast Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Kurt Jackson (CA insurance #0C24904) and Brianna Ferguson (CA insurance #0I66542) offer fixed insurance products and services through CES Insurance Agency or Central Coast Wealth Management.}

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