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Jon Lee, CFP®

This website is for informational or educational purposes. It is not intended as investment advice and is not a recommendation for retirement savings.

Jack Kaewpalug is a registered representative of Lincoln Financial Advisors Corp. CA Insurance License # 0B21859. Jerry Schmitt is a registered representative of Lincoln Financial Advisors Corp, CA Insurance License # 0E87368.

We are licensed to sell Insurance Products in the following states: CA, IA, NC, MA and FL

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency Inc. and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Lincoln Financial Advisors Corp and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

CRN-6463392-030724

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Jon Lee, CFP®