Michael Ginsberg, JD, CFP®
Certified Financial Planner™
925-287-8400
michael@mgcfp.com
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    Getting organized for your year-end investment review with your financial professional may help make the review process more efficient. Here are some suggestions for
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Broadridge Investor Communication Solutions, Inc. do not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.