MRZ Financial offers Investment Advisory services through United Capital Financial Advisers, LLC (“United Capital”), a registered investment adviser. Forensic accounting, Valuation, and Litigation Support services offered through Sky Valuation. Tax, accounting, and business consulting services offered through MRZ LLP. United Capital is under separate ownership from any other named entity. Information pertaining to MRZ Financial ‘s investment advisory operations, services, and fees is set forth in United Capital ’s current Form ADV Brochure, a copy of which is available here and at www.adviserinfo.sec.gov. For full detail, please review United Capital’s Form ADV disclosure brochure, describing the extent of investment advisory fees and services. United Capital does not provide tax or legal advice. Advisers are not attorneys. Estate planning can involve a complex web of tax rules and regulations. Consider the counsel of an experienced legal professional before implementing any strategy.