3200 Park Center Drive, Suite 1240, Costa Mesa, CA 92626

949-471-5868
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Rightsizing for Retirement

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Office: 949-471-5868

3200 Park Center Drive

Suite 1240

Costa Mesa, CA 92626

CA Insurance License # 0H51568, CA Insurance License # 0H48141, CA Insurance License # 0F17938, CA Insurance License # 0B01581, CA Insurance License # 0F87308

info@parliamentwealth.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.

Copyright 2026 FMG Suite.

Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Registered Representative (Andrew CA Insurance Lic # 0H51568, Brian CA Insurance Lic# 0H48141, Bernd CA Insurance Lic# 0F17938, Trenton CA Insurance Lic# 0B01581, Paul CA Insurance Lic# 4117964) offering securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Insurance Services, CA insurance license #6010514. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. Registered Branch Phone #949-471-5810

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Regulatory Disclosures and Resources: 

Sovran Advisors LLC: Learn more about Sovran Advisors Firm's background on the SEC's Advisor Report | Form ADV 2A | Privacy Policy | Form CRS |

Cetera Wealth Services, LLC: Important Disclosures and Form CRS | Business Continuity |