This report has been provided to you by Shah & Associates, PC, to further a legal representation and is therefore protected by attorney-client privilege and considered attorney-client product and therefore deemed confidential. Shah & Associates, PC has a vendor/vendee relationship with Beacon Wealth Solutions, LLC, a Registered Investment Advisory Firm, to maintain attorney-client privilege and confidentiality. Neel Shah, J.D., CFP (r) is an Investment Advisor Representative of Beacon Wealth Solutions, LLC.
This page summarizes certain data you have provided to Shah & Associates, PC during the fact-finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Beacon Wealth Solutions, LLC or its subsidiaries or affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Shah & Associates, PC and Beacon Wealth Solutions, LLC make 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. Shah & Associates, PC and Beacon Wealth Solutions, LLC make no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Shah & Associates, PC and Beacon Wealth Solutions, LLC will not monitor or provide service regarding non-managed assets.