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Sheryll Yee, CRPS^®

Retirement Consultant

Contact

Office: (818) 241-9061

330 N Brand Boulevard

Glendale, CA 91203

AGW@AdvisoryGroupWest.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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Form CRS: Client Relationship Summary

Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Sheryll Yee, CRPS®

Retirement Consultant

Sheryll Yee, CRPS^®