5 Ways to Stay Confident in Retirement

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*Important Disclosure: Please contact Kimberly K. Doleman or Derick Harris for a copy of their supplemental and firm brochures, CRS (client relationship summaries), along with a copy of their schedule of fees and services. Additional information about Kimberly K. Doleman and Derick Harris is available on the SEC’s website at www.adviserinfo.sec.gov. Kimberly Doleman is the sole Principal of Doleman Wealth Management, LLC.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Investment Advisory Services offered through Portside Wealth Group, LLC (PWG), an SEC-registered investment advisor. Fixed Insurance Business offered through Doleman Wealth Insurance Services, General Agency, CA License #6005590. All named entities are independent of each other.

Doleman Wealth Management, LLC, Portside Wealth Group, LLC, or Concorde Investment Services, LLC do not offer legal, tax, or accounting advice. Clients are urged to consult their own legal, tax, and accounting advisors with respect to their specific situations.

Kimberly Doleman holds the Series 7 (General Securities Representative), and Series 66 (Uniform Combined State Law) registrations. She receives normal and customary commission-based income as a Registered Representative with the broker-dealer; commission-based income as a Licensed Life, Health, and Variable Annuity Agent; and normal and customary fee-based investment management/advisory income. Kim Doleman is a Licensed Life, Health, and Variable Annuity Agent (Colorado Agent # 387930, California Agent # 0K79812). Kim Doleman does not receive any compensation for her activities involving free educational seminar programs. Kim Doleman is compensated on an hourly basis for her position as a practicing Registered Nurse, Medical Surgical Board Certified (2006-2019) at local Denver and surrounding area hospitals for the state of Colorado.

Derick Harris holds the Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) registrations and is an Investment Advisor Representative. He receives commission-based income as a Licensed Life and Health Agent; and normal and customary fee-based investment management/advisory income. Derick Harris is a Licensed Life and Health Agent (Utah Agent # 243122). Derick Harris also holds his ChFC®, CDFA®, and CRPC® designations. Derick Harris does not receive any compensation for his activities involving free educational seminar programs.

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