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Q2 2025 Plan Participant Newsletter (Spanish)

Contact

Office: (770) 971-4142

533 Johnson Ferry Rd.

Building C, Suite 100

Marietta, GA 30068

teampws@pwsatlanta.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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.

You should be receiving statements at least quarterly from LPL Financial. If you are not receiving these statements, or you need another copy of a statement, please call us and we will provide one to you. Clients are encouraged to review the information on the statements, especially the amount of fees deducted, and compare that information with any information provided by Proactive Wealth Strategies, Inc. If there are any questions or discrepancies, please contact us as soon as possible.

Securities are offered through LPL Financial (LPL), member FINRA/SIPC.

Investment advice offered through Proactive Wealth Strategies, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.