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16660 Dallas Parkway, Suite 1000 Dallas, TX 75248

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joe@worthassetmgmt.com

DISCLAIMER : *Worth Asset Management does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Advisory services for Joe Dowdall are through Worth Asset Management, a SEC Registered Investment Advisor headquartered in Dallas Texas. Worth Asset Management Website | Form CRS.

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