Schedule IRA RO Proposal — Capital Consulting Group, Inc.

CAPITAL CONSULTING GROUP, INC. | 6640 SHADY OAK ROAD, SUITE 200 | EDEN PRAIRIE, MN, 55344 | 952-540-0153 | CONTACT@INVESTWITHCCG.COM

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Capital Consulting Group, Inc. is not an affiliate of LPL Financial.

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There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Diversification cannot assure a profit or protect against a loss in any given market environment. An investment in a portfolio strategy is subject to investment risk, including possible loss of principal. The investment strategy of the funds used may include investments in foreign securities, small & medium sized companies, as well as funds that concentrate in one specific asset class, all of which may increase the risk and volatility of the funds. Consider the investment objectives, risks, charges and expenses of the portfolio carefully before investing. This information should not be construed as an offer to sell or a solicitation or an offer to buy any security.

The information presented here does not consider your particular investment objectives or financial situation nor does it make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. The investment strategies may not be suitable for you. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness. Any opinions expressed herein are subject to change without notice.

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