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SOFA WEBINAR SERIES

SOFA WEBINAR SERIES

SOFA WEBINAR SERIES

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OFFICE LOCATIONS:

11001 W 120th Ave. Suite 400
Broomfield, CO 80021

11990 Grant St. Suite 550
Northglenn, CO 80233

1079 S. Hover St. Suite 200
Longmont, CO 80501

2580 E. Harmony Rd. Suite 201
Fort Collins, CO 80528

Form CRS – Client Relationship Summary

Compliance

Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and Decision 1 Financial are independent of each other. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. None of the information contained on this document shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. The firm is not engaged in the practice of law or accounting. Please consult a tax or legal professional with tax or legal questions.

NMLS #1572808

©DECISION 1 FINANCIAL | ALL RIGHTS RESERVED | 970-460-9895 | MATT@D1FINANCIAL.COM

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