Q4 2024 Plan Sponsor Newsletter

Contact

connor@3peaksfinancial.com

Office: 208-881-5505

2677 East 17th Street

Suite 100

Ammon, ID 83406

Pocatello Office

350 E Cedar St

Pocatello, ID 83201

Office: 2088815505

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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.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 3 Peaks Financial, LLC, 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.

3 Peaks Financial, LLC is a registered investment adviser in the State of Washington, Idaho, Montana, Utah. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 3 Peaks Financial, LLC, a registered investment advisor and separate entity from LPL Financial.

3 Peaks Financial, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of 3 Peaks Financial, LLC; or (2) solely investment adviser representatives of 3 Peaks Financial, LLC. Although all personnel operate their businesses under the name 3 Peaks Financial, LLC, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

*3 Peaks Financial is not affiliated with the U.S. Department of Energy (DOE) of any of its National Laboratories, nor does DOE, the United States Government or any agency thereof or its contractors or subcontractors endorse any specific product, manufacturer, or service of 3 Peaks Financial.