Q2 2025 Plan Sponsor Newsletter

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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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Contact

Alan K. Modest and Associates

Office: (508) 872-3777

Fax: (508) 872-9244

40 Speen Street, Suite 103

PO Box 1719

Framingham, MA 01701

Series 6, 7, 22, 24, 63 held with LPL Financial

alan@alanmodest.com