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Office: 919-578-1404

Fax: (919) 882-1227

1 Glenwood Ave

5th Floor

Raleigh, NC 27603

Brian@HeartlandFinancialAdvisor.com

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Brian R. Luce is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC. Heartland Financial Advisor and United Planners are not affiliated.

We prefer to have a fiduciary relationship for all investment management clients. In this capacity, we have an obligation to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

Brian R. Luce is registered to conduct securities business in AZ, CA, FL, GA, NE, NC, OH, SC and TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than NC & GA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.