1028 Lee-Ann Drive, Suite 220, Concord, NC 28025

Optimal Planning, LLC

Optimal Planning, LLC

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Concord Office

1028 Lee-Ann Drive

Suite 220

Concord, NC 28025

Phone: (704) 782-7233

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: (704) 782-7233

1028 Lee-Ann Drive

Suite 220

Concord, NC 28025

keith@optimalplans.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.

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Copyright 2026 FMG Suite.

Optimal Planning LLC is an Investment Adviser registered with the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (704) 782-7233 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Optimal Planning with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request . This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.