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Opinions expressed herein are solely those of Barbara J Norman LLC, dba Sage Path Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Sage Path Solutions, an Investment Advisor in the States of California and Texas. Being registered as an investment adviser does not imply a certain level of skill or training.
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These materials have been independently produced by Barbara J Noman LLC dba Sage Path Solutions is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Barbara J Noman LLC dba Sage Path Solutions provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other thanthe State of California, Texas, or where otherwise legally permitted.
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Social Security
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Investing
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Barbara Norman, CFP® CDFA® ChFC®
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