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Ring in 2023 with Smart Investment Habits

Ring in 2023 with Smart Investment Habits

Terri Spath | Jan 17, 2023
Categories
Bonds
Goals
Investment Strategy
Retirement
Safe investing
Stocks
Treasury bonds
Waves Happen
Women

Looking to get your financial house in order? Watch this exclusive 20 minute online presentation packed with practical steps such as: the first step to take before investing, the 3 investment mistakes to avoid, power moves to make in your 50s and 60s, and more.

Contact

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get started. You deserve to feel financially empowered. We can help.

Zuma Wealth LLC
310.456.1302
Terri@ZumaWealth.com
Kevin@ZumaWealth.com
Malibu, CA 90265

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Zuma Wealth LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Zuma Wealth LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All opinions and estimates constitute Zuma Wealth LLC’s judgement as of the date of this communication and are subject to change without notice Zuma Wealth LLC does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Zuma Wealth LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if Zuma Wealth LLC or a Zuma Wealth LLC authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. This communication and document are provided for information purposes only. Nothing contained herein shall be construed as a solicitation to engage in any of Zuma Wealth’s services or to carry out any financial transactions with Zuma Wealth. Communications are for informational purposes only and are not considered an offer or solicitation. May 1, 2023

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