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300 E Kingston Ave Phone: 704-373-2525 |

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.
Registered Representatives of, and Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC. Advisory services offered through INVEST and Capital Asset Advisory Services, LLC, registered investment advisors. INVEST does not provide tax advice and is not affiliated with CG Financial Services or Capital Asset Advisory Services, LLC.