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How to Talk to Your Kids About Inheritance

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Office: (530) 753-6527

Mobile: (707) 301-6916

Fax: (707) 863-3812

3007 Douglas Blvd

Suite 150

Roseville, CA 95661

0668720

jerry@causewaysfa.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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The Financial Professionals of Causeway Financial Advisors are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. (Jerry Sullivan, CA Insurance Lic. #0668720) Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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3007 Douglas Blvd, Ste 150, Roseville, CA 95661

Phone: (530) 753-6527 | jerry@causewaysfa.com