TS Planning Agenda

6 Corporate Drive, Shelton, CT 06484

harboroak@barnumfg.com

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Transitional Planning Strategy Agenda

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Office: (203) 513-6266

6 Corporate Drive

Shelton, CT 06484

harboroak@barnumfg.com

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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.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 6 Corporate Drive, Shelton, CT 06484 (203) 513-6000

Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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