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Folsom Office

2240 East Bidwell Street

Folsom, CA 95630

Phone: (916) 983-1160

Fax: (916) 983-1180

Mon-Fri: 8:00 AM - 5:00 PM

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Ideal Life Advisors

Office: (916) 983-1160

Fax: (916) 983-1180

2240 East Bidwell Street

Folsom, CA 95630

[email protected]

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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 2019 FMG Suite.

Financial Planning and Investment Advisory Services are offered through Ideal Life Financial Advisors, LLC, a Registered Investment Adviser. Tax preparation and Accounting services are provided by Ideal Life Tax Advisors. Ideal Life Financial Advisors, LLC, and Ideal Life Tax Advisors are separate, affiliated entities. Services for each entity are independent of one another and are governed under a separate engagement agreement for each entity.

Angel Perez: CA Insurance Lic# 0B92384

Dianna Laney: CA Insurance Lic# 0E98966

Jim den Dulk: CA Insurance Lic# 0547506

There are no warranties implied.

Ideal Life Financial Advisors, LLC(“RIA Firm”) is a registered investment adviser located in Folsom, CA. Ideal Life Financial Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Ideal Life Financial Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Ideal Life Financial Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Ideal Life Financial Advisors, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Ideal Life Financial Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Ideal Life Financial Advisors, LLC, please contact the state securities regulators for those states in which Ideal Life Financial Advisors, LLC maintains a registration filing. A copy of Ideal Life Financial Advisors, LLC current written disclosure statement discussing Ideal Life Financial Advisors, LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Ideal Life Financial Advisors, LLC upon written request. Ideal Life Financial Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Ideal Life Financial Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.