1-800-940-0469

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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Toddy & Associates

Office: 1-800-940-0469

Fax: 480-985-6284

7702 East Doubletree Ranch Road

Suite 300

Scottsdale, AZ 85258

info@ToddyandAssociates.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.

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Copyright 2023 FMG Suite.

Securities offered through Center Street Securities Inc. (CSS), a registered Broker-Dealer & member of FINRA & SIPC. Toddy and Associates is independent of CSS. Investment Advisory Services offered through Arete Wealth Advisors (AWA). AWA is independent of CSS.

Please be advised that presently, Jim Toddy holds FINRA 7, and Series 63 and 66 in the states of AZ, CA, CO, DE, FL, ID, IL, MI, MN, NY, NC, ND, OH, OK, SD, and WA; and insurance license #108449 in Arizona. For Residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jim Toddy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.