3
The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not
represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or
investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet MoneyGuide disclaims all
warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or
compatibility. Envestnet MoneyGuide makes no representation or warranties that access to and use of the internet while utilizing the services as described
herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet MoneyGuide reserves the right to
add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office.
© 2022 MoneyGuide, Inc. All rights reserved. MB_4022
This case study does not constitute a recommendation of any particular product, service or firm.
FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
