Q4 2024 Plan Sponsor Newsletter

Contact

Office: 530-770-7710

4465 Granite Drive

Suite 1016

Rocklin, CA 95677

jeff@sierraapexwealth.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.

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.

Jeff Sinclair is a registered representative with and securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Sierra Apex Wealth Advisors are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jeff Sinclair | California | 5025 Saint Francis Way, Rocklin CA | CA Insurance Lic. #4061526."