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Rightsizing for Retirement

What does your home really cost?

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Financial Matters

Office: (262) 468-4865

W375 N7847 Tamarack Drive

Oconomowoc, WI 53066

vlublin@f-matters.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.

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Important Consumer Information:

Vicki L. Lublin is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/ SIPC a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Michigan, Minnesota, Nevada, Texas, or Wisconsin.  No offers may be made or accepted from any resident outside the specific states referenced.

Vicki L. Lublin is also separately registered as an Investment Advisor Representative under Financial Matters, a Registered Investment Advisor, offering advisory services in Wisconsin.  As such, these services are strictly intended for the individuals residing in Wisconsin.

Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not provide tax or legal advice.

A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.  For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

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