2022 Tax Planning

Contact

Office: (516) 249-0060

36 West Drive

Massapequa, NY 11758

bob@myinvestmentinsight.com

Check the background of your financial professional on FINRA's BrokerCheck.

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.

Investment Insight Wealth Management, LLC is an SEC Registered Investment Adviser. Past performance is not a guarantee of future returns. This website is for informational purposes only and should not be seen as an investment representation or solicitation.No recommendations to buy or sell securities are contained in this website. Advisory services are only offered to clients or prospective clients where Investment Insight Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Investment Insight Wealth Management, LLC unless a client service agreement is in place.

Form CRS – Client Relationship Summary