Plattner Asset Management www.PlattnerAssetManagement.com Fiduciary Money Management for Serious Investors What We Offer - Fiduciary Discretionary Money Management Individual, Joint and Trust Investment Accounts Traditional IRAs Roth IRAs Roth IRA Conversions SEP IRAs SIMPLE IRAs Inherited IRAs 401K Transfers UGMA/UTMA Accounts Life Insurance Disability Insurance Long Term Care Insurance Financial Planning Model Asset Allocation Portfolios Account Consolidations Referrals to CPAs and Attorneys Ongoing Monitoring of Market Risk Annual Portfolio Rebalancing Bi-Monthly Newsletter and Video Face to Face Annual Portfolio Reviews Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Plattner Asset Management are not affiliated.