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Jim Paulsen, CFP®

Managing Partner, Founder

jim@netwealthmanagement.com

Contact

Office: 949-244-5021

13520 Evening Creek Drive

Suite 130

San Diego, CA 92128

info@netwealthmanagement.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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Taxable, LLC, doing business as Net Wealth Management (“NWM”), is a state-registered investment adviser headquartered in San Diego, California. NWM and its representatives comply with applicable registration and notice-filing requirements in the states in which NWM maintains clients. NWM may only transact business in states where it is properly registered, notice-filed, or otherwise qualifies for an exemption or exclusion from registration requirements.

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Additional information about NWM, including its services and fees, is available in its Form ADV Part 2A. NWM is regulated by the California Department of Financial Protection and Innovation (“DFPI”)

Jim Paulsen, CFP®

Managing Partner, Founder

949-244-5021

jim@netwealthmanagement.com

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