Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and WP Financial, LLC. are separate entities.

Please remember to contact Private Advisor Group, LLC and WP Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC and WP Financial, LLC. effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. Trading instructions sent by email will NOT be honored. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.

The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message.

A Bucket Plan to Go with Your Bucket List

Have a Question?