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Q2 2025 Plan Sponsor Newsletter

Contact

Toll-Free: (800) 773-8700

Office: (949) 250-4973

Fax: (877) 773-8700

23201 Lake Center Drive

Suite 300

Lake Forest, CA 92630

erin@haussmannfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Trudy Haussmann | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0756590

Patrick Danly | California | 23201 Lake Center Drive, Suite 300, Lake Forest, CA 92630 | CA Insurance Lic. #0F88078

LPL Client Relationship Summary