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16935 West Bernardo Drive, Suite 228, San Diego, CA 92127

858.485.1919

chrisp@financiallifeconcepts.com

Retirement Enhancement (SECURE) Act

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Retirement Enhancement (SECURE) Act

Your Midyear Financial Checklist

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Office: 858.485.1919

Fax: 858.487.0355

16935 West Bernardo Drive

Suite 228

San Diego, CA 92127

chrisp@financiallifeconcepts.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.

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Financial Life Concepts Rancho Bernardo Courtyard 16935 West Bernardo Drive, Suite 228 San Diego, CA 92127 | P 858.485.1919 | F 858.487.0355

The Financial Advisor(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. Please check BrokerCheck for a list of current registrations.

Christopher L. Phelps (CA Insurance Lic. #0H38666) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed.

Form CRS: Client Relationship Summary

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