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 Asset Financial Planners LLC or United Planners, or its subsidiaries or affiliates, Asset Financial Planners LLC. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Asset Financial Planners LLC or United Planners 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. Asset Financial Planners LLC or United Planners 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. Asset Financial Planners LLC will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2023~~ - Asset-Map(r) Holdings, Inc. Securities offered through Registered Representatives of [BD_NAME]., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through United Planners a Registered Investment Advisor. Asset Financial Planners LLC and United Planners are not affiliated.