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Naples

Charlotte

West Palm Beach

561-532-4777

2101 Vista Pkwy

Suite 123

West Palm Beach, FL 33411

Naples

239-422-5600

539 Fifth Ave South

Suite 220

Naples,

FL 34102

Charlotte

704-362-6787

13777 Ballantyne Corp Pl. 

Suite 225 

Charlotte,

NC 28277

Atlanta

770-352-2200

980 Woodstock Pkwy

Suite 210

Woodstock, GA 

30188

LEGAL, INVESTMENT, AND TAX NOTlCE
This information is not intended to be and should not be treated as legal, investment, or tax advice. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel.

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The content within this website is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary.  LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC.

IRS CIRCULAR 230 NOTICE

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