Wealth Preservation: Planning to Leave a Legacy

*Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment advisory services offered through Lion Street Advisors, LLC. And/or Csenge Advisory Group, LLC, Registered Investment Advisors. Polaris Wealth Management and LSF are not affiliated

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IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, 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, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a cons