2024 Fiduciary Training

Timothy R. Brown, AIF

June 19, 2024

Contact

Office: (937) 610-9388

Toll-Free: (855) AFS-4545

Fax: (937) 523-0323

2500 Stratacache Tower

Dayton, OH 45423

info@andersonfinancialstrategies.com

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.

There are no warranties implied.

Anderson Financial Strategies, LLC is a registered investment adviser located in Dayton, Ohio. Anderson Financial Strategies, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Anderson Financial Strategies, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Anderson Financial Strategies, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Anderson Financial Strategies, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Anderson Financial Strategies, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Anderson Financial Strategies, LLC, please contact the state securities regulators for those states in which Anderson Financial Strategies, LLC maintains a registration filing. A copy of Anderson Financial Strategies, LLC’s current written disclosure statement discussing Anderson Financial Strategies, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Anderson Financial Strategies, LLC upon written request. Anderson Financial Strategies, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Anderson Financial Strategies, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.