4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Rize Wealth Management Group

Office: 818-547-4720

12701 Schabarum Avenue

Irwindale, CA 91706

service@my360wealth.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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Pierre Movsessian is a Registered Investment Advisor. Investment Advisory Services offered through Global Retirement Partners, LLC (GRP). dba My 360 Wealth Management Group, a Registered Investment Advisor.

Securities and advisory services are offered through GRP, a registered investment advisor. Rize Federal Credit Union and Rize Wealth Management are not registered as a broker-dealer or investment advisor. Services are being offered through GRP or its affiliates, which are separate entities from and not affiliates of Rize Federal Credit Union or Rize Wealth Management. Securities and insurance offered are:

Not Insured by NCUA or any other government agency	Not Credit Union Guaranteed	Not Credit Union deposits or obligations	May lose value

Branch Office: 12701 Schabarum Ave, Irwindale CA 91706