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4737 Stonehedge Drive

Santa Rosa, CA 95405

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Phone: (707) 538-2126

Fax: (866) 436-7672

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Simonw@TrekFinancial.com
Tel: (707) 538-2126
Fax: (866) 436-7672

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4737 Stonehedge Drive
Santa Rosa, CA 95405

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22

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