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Review Meeting

1 hr1 hLocation 1

Service Description

This meeting is intended to keep you on track towards your goals. Typically takes no more than one hour.

Contact Details

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Kris Schwartz

Office: 512.651.2977

Fax: 512.758.8022

Mobile: 210.382.1857

kschwartz@cwsplanning.com

901 S. Mopac Expressway Barton Oaks IV
Suite 150
Austin, TX 78746

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

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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. 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.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

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Capitol Wealth Strategies and Wealthcare Financials is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, TX 78746, ph# 512.651.2009 PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

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