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World Financial Group (WFG), a Transamerica Company

World Financial is proud to be a Transamerica company.

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Transamerica Financial Advisors, Inc. | Tu Bui

Office: 925-462-6098

Mobile: 408-410-1878

Fax: 925-462-6128

6700 Koll Center Parkway

Suite 160-P

Pleasanton, CA 94566

tu.bui@tfaconnect.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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Copyright 2023 FMG Suite.

Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and Registered Investment Advisor, offers securities and Investment Advisory Services. World Financial Group Insurance Agency, LLC (In California, doing business as World Financial Insurance Agency, LLC), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., and /or WFG Insurance Agency of Puerto Rico, Inc. (collectively WFGIA), offer insurance products. WFGIA and TFA are affiliated companies.

Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.

WFGIA Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30097-1517. Phone: 770.453.9300

TFA Headquarters: 570 Carillon Parkway, St. Petersburg, FL 33716. Phone: 770.248.3271

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