THIS IS NOT AN OFFICIAL STATEMENT. This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Cates Financial Planning, LLC. Valuations of certain assets such as real estate or personal property are based on estimates and Cates FP makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Cates FP makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Cates FP will not monitor or provide service regarding non-managed assets. All Rights Reserved ® 2024 - Asset-Map, LLC