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GS Consulting
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GS Consulting
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GS Consulting | 4250 N. Fairfax Dr, Arlington, VA 22203 | (801) 505-0548

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Osaic Wealth Form CRS

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. 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services are offered through GS Consulting, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice.  

This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware,  Michigan, Minnesota, New York, Utah, and Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced. learn more at www.cuiwealth.com

Sources

"By the Numbers" facts and figures provided by Charles Schwab 401(k) Participant Study, 2023, World Health Organization (WHO) Burnout an Occupational Phenomenon May, 2019, and American College of Healthcare Executives Workforce Challenges Cited By CEOs, 2022. Information on assets serviced is provided from the combined retirement plan assets under consultation and administration of Virtus Capital and CUI Wealth Management.