TRUST KIT INTRODUCTION

UPLOAD DOCUMENTS

Call for an Appointment

155 N. Riverview Dr.,

Anaheim Hills, CA 92808

mark@wmsretirementsolutions.com

Our Trust Kit Introduction

Contact

Office: (714) 912-4906

Mobile: (714) 942-0564

Fax: (949) 203-6419

155 North Riverview Drive

Anaheim Hills, CA 92808

Registered Investment Advisor, Series 65, Life, Health and Disability

mark@wmsretirementsolutions.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.

Copyright 2026 FMG Suite.

Privacy Disclosures and Form ADV

Terms of Use

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906.

WMS Financial Svcs. LLC will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction.

IRS CIRCULAR 230 DISCLOSURE
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Management Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Wealth Management Strategies is not affiliated with or endorsed by The Social Security Administration or any government agency. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Exclusive rights to this material belong to WMS Financial Services, LLC and Wealth Management Strategies. Unauthorized use of this material is prohibited.