Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee a profit nor is it guaranteed to protect assets.
Define Financial only transacts business in states where it is properly registered, or exempted from registration. Define Financial does not accept time-sensitive transactional messages, including orders to buy and sell securities. Do not use email to request, authorize or send securities transfer instructions.
CONFIDENTIALITY NOTICE: All email transmissions, including any attachments, from Taylor Schulte, Define Financial and/or Advanced Practice Advisors, LLC. are intended only for the person or entity to which it is addressed and may contain privileged and/or confidential material. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof. This does not constitute investment advice and is not intended as an offer or solicitation to anyone. It is presented for information purposes only. The products or services described or referenced herein may not be suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve risks and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient.
Clearing, custody or other brokerage services may be provided by National Financial Services LLC, Fidelity Brokerage Services LLC, & Charles Schwab & Co, Members NYSE, SIPC. Taylor Schulte, dba Define Financial is an Investment Advisor Representative of Advanced Practice Advisors, LLC.