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Office: 937.644.0351

Fax: 937.644.0356

127 West 5th Street

Marysville, OH 43040

info@mccarthyandcox.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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McCarthy & Cox Marysville: 127 W. 5th Street, Marysville, OH 43040 | Dublin: 655 Metro Place South, Suite 600, Dublin, OH 43017 | P 937.644.0351 | F 937.644.0356

Fidelity Investments® (Fidelity) is an independent company, unaffiliated with McCarthy & Cox Retirement and Estate Planning Specialists or Orion. Fidelity Investments is a service provider to McCarthy & Cox Retirement and Estate Planning Specialists. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by McCarthy & Cox Retirement and Estate Planning Specialists and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third party marks are the property of their respective owners. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1233573.1.0

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