2828 Colby Avenue, Suite 405 Everett, WA 98201

office@pacificcrestfa.com

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Everett Office

2828 Colby Avenue, Suite 405

Everett, WA 98201

Phone: 425-609-3797

Fax: 425-609-2254

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: 425-609-3797

Fax: 425-609-2254

2828 Colby Avenue

Suite 405

Everett, WA 98201

office@pacificcrestfa.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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* Pacific Crest Financial Advisors, LLC is strictly a fee-only financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.

** Pacific Crest Financial Advisors, LLC is a registered investment adviser in the State of Washington and California. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

IMPORTANT CONSUMER DISCLOSURE

Pacific Crest Financial Advisors, LLC (“PCFA”) is a registered investment adviser, in multiple states, located in Everett, Washington. PCFA and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which PCFA maintains clients. PCFA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PCFA's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PCFA's web site on the Internet should not be construed by any consumer and/or prospective client as PCFA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PCFA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PCFA, please contact the SEC or the state securities law administrators for those states in which PCFA maintains registration. A copy of PCFA's current written disclosure statement discussing PCFA’s business operations, services, and fees is available from PCFA upon written request. PCFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PCFA's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.