This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Financial Resources Group, LLC hereinafter known as "FRG LLC". Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and FRG LLC 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. FRG LLC 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. FRG LLC will not monitor or provide service regarding non-managed assets. Advisory services offered through FRG LLC, a Registered Investment Advisor.