The Zimmer, Rasmussen, & Kunkle Group

Through our Wealth Management Process we will develop a strategy designed to Grow your wealth by developing a customized asset allocation strategy; Analyze your wealth by looking at your debt and the strategic use of credit; Preserve your wealth by evaluating your needs for insurance, including life, disability, and long term care and Transfer your wealth through planning and educational strategies. Once your wealth management plan has been implemented, we will periodically review your plan's progress using industry leading research and tools.

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**Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Merrill Life Agency's California License Number 0522776*