LakeStyle Savings Guide

SERVICES 17 FINANCIAL N L. DO OMENICHELLI PUBLIC ACC COUNTANT KAYLE LARSEN stment Blvd., Suite #145 Hills, CA 957 762 Phone: (916) 939-6860 16) 933 4777 7 Fax: (916) 933-4778 933 4778 pas.com INVESTMENT ADVISOR REPRESENTATIVE KAY LARSE YLE EN Toll Free: (866) 926-1114 Fee-Based Financial Planning & Wealth Phone (916) 939 68 e: 860 Toll Free: (866) 926 1114 Management 8 Fax: (916) 933 4778 INVES STMENT ADVIS REPRESENTATIVE SOR FINAN NCIAL PLANNIN / WEALTH M NG MGMT CA Ins surance Lic. #0 0C18927 rvice tax and accounting firm services for: : dividuals orporations artnerships but not limited to: ax and Busin ness Consulting g ccounting a Auditing and ax Planning and Preparatio on quity Issues ancial Planning usiness Fina 1107 Investment Blvd., #145 El Dorado Hills, CA 95762 CA Insurance Lic. #0C18927 Helping you to create, implement, and manage: : Help ping you to create, imp plement, an manage: nd Planning dedicated to bringing about your eventual t. comfortable and worry free retirement nsure that your children and/ r /or Education planning to en grandchildren get the best they deserve. gacy planning i intent on seein that the ng Estate / leg majority of your wealth e f eventually goes to the ones you love m (rather tha the IRS and/ the state) most an /or Investment portfolios (IR 401(k), 529 plan, etc.) t RA, designed fo growth whil still protecting you from or le life’s biggest financial risk (both up to, and then ks , our t through, yo retirement years). Vent ture Backed Co ompanies Trust & Estates ts omenichelli, C and Kayle La CPA arsen, Investmen Advisor Repre nt esentative, are n affiliated. Ple not ease consult you tax advisor for issues regardin ur r ng Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. he information in this publication wasAdvisor Representative, Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. obtaine from sources considered reliable. Its accurac and complete ed s cy eness is not guar ranteed. Investment Representativ Securities off ve, fered through Cambridge Invest tment Research, Inc., a Broker/D , Dealer, Member FINRA/SIPC. Inv r vestment Adviso or tive, Cambrid Investment Research Adviso Inc., a Registe dge R ors ered Investment Advisor. t

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