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tad@tadlyle.com

Planning Resources, Inc.

116 Inverness Drive East Suite 275

Englewood, CO 80112

Phone: 303-649-2162

Mon-Fri: 8:00 AM - 5:00 PM

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Planning Resources, Inc.

Office: 303-649-2162

116 Inverness Drive East

Suite 275

Englewood, CO 80112

tad@tadlyle.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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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Tad Lyle is licensed in AZ, CA, CO, FL, HI, ID, KS, MN, MO, MT, NC, NM, SC, OH, OK, TX, UT and WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AZ, CA, CO, HI, ID, MD, MT, NM, OH, OK, SC, TX and UT. Tad is advisor registered in CO. Dustin Carr is licensed in AZ, CO, NE and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AR, AZ, CA, CO, FL, HI, IN, KS, MI, MN, MO, MS, NE, NM, SD, TX, WA, WI and WY. Dustin is advisor registered in CO.This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION : Tad Lyle and Dustin Carr may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the states registration requirements. Follow-up, individualized responses to consumers in a particular state by Tad Lyle or Dustin Carr 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 requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represent, contact your state securities law administrator.