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Julia.Moon@LFG.com

La Jolla Office

4250 Executive Square Suite 700

La Jolla, CA 92037

Phone: 858.550.2865

Fax: 858.552.1023

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

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Moon Wealth Management

Office: 858.550.2865

Fax: 858.552.1023

4250 Executive Square

Suite 700

La Jolla, CA 92037

Julia.Moon@LFG.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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Copyright 2023 FMG Suite.

Michael Moon and Julia Moon are registered representatives of Lincoln Financial Advisors Corp. Moon Wealth Management is a marketing name for registered representatives of Lincoln Financial Advisors. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CA Insurance License #0735646 (MWM) and #0L29085 (JM) Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. CRN-4502686-031022

We are licensed to sell Insurance Products in the following states: California, Georgia, Michigan, Washington.

We are registered to sell Securities in the following states: Alaska, Arizona, Arkansas, California, Florida, Georgia, Idaho, Indiana, Montana, Nevada, New Mexico, North Carolina, Ohio, Oregon, South Dakota, Tennessee, Texas, Washington.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.