13777 Ballantyne Corp Pl. Suite 225 Charlotte, NC 28277

info@strategicplanninggroup.com

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Strategic Planning Group

704-362-6787
info@strategicplanninggroup.com

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Office: 704-362-6787

Fax: 704-366-5851

13777 Ballantyne Corp Pl.

Suite 225

Charlotte, NC 28277

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. (5060229RLB_Nov24)

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