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Once Upon a Goal

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Vasey Financial Services

Office: (515) 419-2692

Fax: (877) 789-6302

2967 100th Street

Suite 8

Urbandale, IA 50322

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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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Investments are offered to residents of CO, FL, IA, IL, KS, SD, MA, MO, WA and TX through Registered Representatives of Lincoln Financial Securities, Member SIPC. Advisory services are offered to residents of IA & TX through Advisory Representatives of Lincoln Financial Securities Corporation. Vasey Financial Services and Lincoln Financial Securities are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.LFS-3417620-012221

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.