Disclosures

The information presented is intended as an illustration of the services offered by Greenpoint Advisors and such services may not be suitable for all individuals. This information does not constitute, and should not be construed as, the provision of tax, accounting or legal advice or investment recommendations. This information is intended to serve as the basis of a discussion with Greenpoint Advisors. We urge you to consult with your tax or legal advisors prior to entering into any planning or trust arrangements. Greenpoint Advisors does not provide investment, legal or tax advice. Any statement herein regarding any U.S. federal tax is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties. Prior to investing, you should consult your accounting, tax and legal advisors to understand the implications of such investment.

Additional information is available upon request. Information given herein is believed to be reliable but Greenpoint Advisors does not warrant its completeness or accuracy. This material is not intended as an offer or solicitation for the purchase or sale of any security or to employ a specific tax or investment strategy.

Any advice concerning a federal tax issue in this communication, including any attachments, is not intended to be used, and cannot be used, for the purposes of (i) avoiding penalties imposed under the United States Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein.

Client Manager



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