8055 East Tufts Avenue, Suite 1400, Denver, CO 80237

stephanie.jordan@lfg.com

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Office: (303) 714-4726

Fax: (303) 793-9392

8055 East Tufts Avenue

Suite 1400

Denver, CO 80237

Series 65 (fee-based financial planning), Series 6 (mutual funds), Series 63, Series 7

stephanie.jordan@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.

This information is for informational or educational purposes only. It is not intended as investment advice or as a recommendation for retirement savings.

Stephanie Jordan is a registered representative of Lincoln Financial Advisors Corp.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Insurance: Colorado, Idaho, Texas

Securities: Arizona, Colorado, Florida, Idaho, Kansas, Massachusetts, Missouri, Montana, New York, North Dakota, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Wyoming

Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Next Generation Wealth Systems(TM) is not an affiliate of Lincoln Financial Advisors Corp.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. CRN-5595556-032823

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.