You are now leaving the TekWise Financial Planners LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with TekWise Financial Planners LLC or any advisor(s) whose name(s) appear(s) on this website. TekWise Financial Planners is independently owned and operated. [Schwab neither endorses nor recommends TekWise Financial Planners LLC, unless you have been referred to us through the Schwab Advisor Network®.] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with TekWise Financial Planners LLC under which Schwab
provides TekWise Financial Planners LLC with services related to your account. Schwab does not review the TekWise Financial Planners LLC Website, and makes no representation regarding information contained in the TekWise Financial Planners llc website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrades, maintenance, or other reasons.

Not all products and services listed are available outside the U.S., and some are subject to country-specific restrictions.

For general educational purposes only.

This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to
any party that is not an institutional investor.
Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of
©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC.