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IMPORTANT UPDATE: Action Required for Adobe Document Deliveries | April 17, 2024

As you may have noticed, we recently transitioned to a new e-signature platform, Adobe Sign. Unfortunately, with email providers now increasing their security measures, some may be blocking or automatically redirecting our emails to spam. While these protective measures are crucial for securing your information, we recommend taking pre-emptive actions to ensure the seamless delivery of our important documents.

To ensure you receive our documents without any issues, we highly recommend that you pre-emptively mark eSign@lplfinancial.com as “Not Spam” and add it to your contacts. (Please note this email address is updated from our previous mailing.)

To assist you in this process, we have attached a document outlining step-by-step instructions on how to mark an email address as “Not Spam” and add it to your contacts for the most frequently used email providers: Gmail, Yahoo, and Hotmail. CLICK HERE

We appreciate your proactive help in ensuring the smooth delivery of important documents. Should you have any questions or encounter any difficulties, please don’t hesitate to reach out to our Service Team at service@soliswealth.com or call to speak with someone in our office.

Thank you for your understanding and prompt attention to this matter.

Best regards,

Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER™
President and Wealth Advisor

 

How to Mark an Email as Not SPAM.pdf

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)