The Capital Advisory Group Advisory Services, LLC.

FORM CRS

Securities offered through United Planners Financial Services, member FINRA / SIPC. Advisory Services offered through Capital Advisory Group Advisory Services LLC. Capital Advisory Group Advisory Services LLC and United Planners are independent companies.

Brett Machtig, Roger Anderson, Todd Morris, Mark Foreman, Michael Ruggieri, are registered to conduct securities business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington or Wisconsin. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. CA License #0B33199

Insurance-related services may not be provided to individuals residing in any states other than Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

*Neither Capital Advisory Group Advisory Services nor United Planners provide tax or legal advise. We work with you and your legal counsel to assist you with your estate plan.