Expectation Sheet

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Expectation Sheet

Expectation Sheet

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Office: 510-704-9500

Fax: 510-704-9520

502 Lobos Avenue

Pacific Grove, CA 93950

jacques@jacquesbolivar.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.

Jacques Bolivar, CFP® is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Financial planning offered through Pharaoh Financial Group, a registered investment advisor and separate entity from LPL Financial. (CA Insurance Lic#0C04506).

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