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COLUMBUS OFFICE

8415 Pulsar Place

Suite 210

Columbus, OH 43240

Phone: 614-761-9378

Fax: 614-441-9945

PHOENIX OFFICE

11130 N. Tatum Blvd

Suite I-101

Phoenix, AZ 85028

Phone: 602-494-0400

Fax: 602-494-0505

PALM SPRINGS OFFICE

500 S. Palm Canyon Dr.

Suite 204

Palm Springs, CA 92264

Phone: 760-770-5700

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently securities registered. Investments products and services available only to residents of AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NV, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV, WY.

Investment Advisory services are available only to residents that reside in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NE, NC, NH, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Registered Representatives offer Securities through United Planners’ Financial Services of America Member FINRA/SIPC. Advisory services offered through TCP Asset Management, LLC., TCP Asset Management, LLC, and United Planners are not affiliated.

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.

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