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 PlanMember Securities Corporation (PSEC). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and PSEC 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. PSEC 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. PSEC will not monitor or provide service regarding non-managed assets. The analysis provided by this tool is based solely on the information provided by you. All examples, if any, are hypothetical and for illustrative purposes and do not represent current or future performance of any specific investment. No guarantees are made as to the accuracy of any projection. This information does not serve, either directly or indirectly as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions relative to your individual tax situation. All investments carry a degree of risk, and past performance is not a guarantee of future results. Generally speaking, the greater the return, the greater the risk. Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA and SIPC. 6267 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. Mindful Wealth Planners, LLC and PlanMember Securities Corporation are independently owned and operated. Randy Michael Patrick CA Insurance License # 0K01915. Luke William King CA Insurance License #4118155.