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Vertex Planning Partners Website

Q4 2025 Plan Sponsor Newsletter

Contact

Office: (847)231-0990

Fax: 847-231-0991

960 Harris Rd.

Suite 2B

Grayslake, IL 60030

julie.hupp@aspireplanninggroup.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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Investment advice offered through Vertex Planning Partners, LLC, registered investment advisors. Aspire Planning Group LLC is a d/b/a of Vertex Planning Partners, LLC.