5771 South Fort Apache Road, Suite 130, Las Vegas, NV 89148

Retire@calderawealth.com

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Joe Caldera, AAMS®, AIF®, CRPS®

Joe Caldera, AAMS®, AIF®, CRPS®

Wealth Advisor | President

(702) 846-4015

(702) 616-2015

joe@calderawealth.com

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Office: (702) 846-4015

Fax: (702) 616-2015

5771 S. Fort Apache Rd.

Suite 130

Las Vegas, NV 89148

Retire@calderawealth.com

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Investment advisory services offered through LPL Financial, a registered investment advisor. Administrative and compliance services offered through Transamerica. Recordkeeper services offered through Transamerica is not broker/dealers or investment advisors and are separate entities from Caldera Wealth Management Group and LPL Financial.

This information is not intended as authoritative guidance or tax legal advice. Neither Transamerica nor their representatives, provide tax, legal or investment advice. For answers to your specific questions, please consult a qualified attorney or tax advisor. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA Regulation.

This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.