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 Mathis Wealth Management, United Financial Services of America, or their subsidiaries or affiliates (collectively, "RIA"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and RIA 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. RIA 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. RIA will not monitor or provide service regarding non-managed assets. Securities offered through United Planners Financial Services, Member FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners. All Rights Reserved (c) 2024 - Asset-Map(r), LLC