This report is incomplete if presented without the accompanying disclosure pages. This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * ("non-LPL Financial" assets) have not been offered, sold and/or serviced by Charleston Retirement Planning. Valuations of certain non-LPL Financial assets such as real estate or personal property are based on estimates provided by you, and LPL Financial 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. LPL Financial makes no representation that the data presented herein, or in any non-LPL Financial statement, is accurate. Please verify this data and advise us of any inaccuracies. LPL Financial will not monitor or provide service regarding non-LPL Financial assets. Charleston Retirement Planning and Asset-Map Holdings Inc. are not affiliated entities. All Rights Reserved (c) 2024 Asset-Map(r) Holdings, Inc.