Patrick Portman, CFP®

CEO

pportman@retirewithpwm.com

Contact

Office: 502-350-9379

Fax: 1-855-710-7417

1000 Commerce Blvd.

Suite B

Bardstown, KY 40004

pportman@retirewithpwm.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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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. Portman Wealth Management and United Planners are independent companies.

Patrick Portman is registered to conduct securities business in KY, IA, FL, IL. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than KY, IA, FL, IL.

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