Missy Carden

Registered Sales Assistant

636-532-3981

Contact

Office: 636-532-0484

Toll-Free: 800-969-6878

Fax: 636-532-3981

16100 Chesterfield Parkway West

Suite 150

Chesterfield, MO 63017

delta@moneytalk.org

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Delta Investment Services is independent of BFCFS and BFC Planning. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

CHECK THE BACKGROUND OF THIS FIRM ON FINRA'S BROKERCHECK

You may obtain a copy of the firms Regulation Best Interest Customer Relationship Summary by clicking the link https://www.berthel.com/disclosures

We are registered to sell securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, KS, KY, MA, ME, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT

We are licensed to sell insurance products in the following states: AL, AZ, CA, CO, FL, GA, IL, KS, KY, MD, MI, MO, NC, NJ, NV, OH, PA, SC, TX.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19817 - 2020/2/14

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.