Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through Keeler Thomas Management, LLC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. Keeler Thomas Management, LLC is not affiliated with the Social Security Administration or any other government agency and the Social Security Administration does not endorse or recommend Keeler Thomas Management, LLC. Investing involves risk. Loss, including loss of principal, may occur. No investment strategy can guarantee positive results. Past performance is not a guarantee of future results. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, HI, ID, IN, MD, MN, MO, MT, NV, NY, ND, OH, OR, PA, TX, UT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.