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Investing: Simple, Not Easy

Sometimes the most simple of steps can be the most difficult, but we can overcome!

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Capital Resource Management, LLC

Office: 515-457-2930

3737 Woodland Ave

Suite 500

West Des Moines, IA 50266

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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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Copyright 2023 FMG Suite.

COPYRIGHT 2015 CAPITAL RESOURCE MANAGEMENT • ALL RIGHTS RESERVED • 3737 WOODLAND AVENUE, STE. 500 WEST DES MOINES, IA 50266 • PHONE: 515-457-2930 • FAX: 515-457-2945 • EMAIL: PGOSE@CAPRM.COM

*Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA and SIPC . and a Registered Investment Adviser. Advisory Services also offered through Diversified Financial Advisory Group, a Registered Investment Advisor. Diversified Financial Advisory Group is not affiliated with Osaic Wealth, Inc. and is not a Registered Broker-Dealer. Insurance services offered through Capital Resource Management. All listed entities are unaffiliated.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of : Arizona (AZ), Colorado (CO), Florida (FL), Iowa (IA), Illinois (IL), Kentucky (KY), Michigan (MI), Minnesota (MN), North Carolina (NC), Nebraska (NE), Texas (TX), Wisconsin (WI)

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

These links are provided as a convenience and for informational purposes only. The links are not part of Osaic Wealth Corporation’s website, and the link to outside websites does not mean that Osaic Wealth Corporation endorses or accepts any responsibility for the content, or the use, of the web site. Osaic Wealth Corporation does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.