Q2 2025 Plan Sponsor Newsletter

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Office: (513) 572-8521

Fax: (513) 285-3140

2259 North State Route 48

Lebanon, OH 45036

info@sorumfinancial.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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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Tax preparation and Insurance services offered through Sorum Insurance & Tax Services. Sorum Financial Services and Sorum Insurance & Tax Services are separate entities from, and not affiliates of LPL Financial. LPL Financial does not offer tax advice or tax preparation services.