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Securities offered through LPL Financial. Member FINRA/SIPC. Financial Planning offered through Sherpa Wealth Strategies, LLC, a Registered Investment Adviser and a separate entity from LPL Financial.

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 Sherpa Wealth Strategies to provide information on a topic that may be of interest. 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Investment products and services available only to residents of: AZ, CA, CO, IA, ID, MD, MO, MT, NH, NJ, NM, OR, PA, TX, VA, WA, WY. Fee-based investment advisory services available only to residents of: AZ, CA, CO, IA, ID, MD, MO, MT, NH, NJ, NM, OR, PA, TX, VA, WA, WY

Brian K. Stallcop is licensed to sell insurance products in the states of: CA, FL, ID, MD, MO, NJ, NM, OR, PA, WA

Sherpa Wealth Strategies, LLC, is a Registered Investment Adviser, licensed in Oregon. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exceptions are met.