PART OF WEBSITE MATERIALS FOR SMALL BUSINESS OWNERS

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1 PART OF WEBSITE MATERIALS FOR SMALL BUSINESS OWNERS W2 HOME PAGE I HOME PAGE In recognition of the challenges that many American businesses and households face, Tim Webb and Jonah Weiss founded W2 Wealth Management in November, 2009 to help individuals, families and institutions grow and protect their financial assets. W2 will work closely with you to help you determine your financial objectives, define your timeline, and prioritize your financial concerns. Furthermore, we understand that the financial well-being of your household or business is not solely limited to investment advice, so we will look at all of your goals, offer sound financial recommendations and discuss with you the risks and advantages of all of our recommendations. With W2, you can be certain that you ll receive sound financial and insurance advice all under one roof. Our financial expertise comes with an unbiased and independent approach, unlike some larger insurance and brokerage firms. We will not sell any financial products nor present any pre-designed plans to you; you have our word on that. W2 is in the business of building solid, long-term, high-quality relationships based on trust and expertise. II About Tim Webb and Jonah Weiss Tim Webb began his financial career in 2003 as an advisor, managing individual and institutional accounts for A.G. Edwards & Sons. In 2007 he joined Smith Barney, a division of Citigroup. Tim s success and considerable financial experience has been invaluable in providing sound investment advice, the preservation of wealth and the growth of income for his individual and institutional clients. Often frustrated with the lack of attention given to clients by larger financial institutions, Tim is pleased to be providing exemplary service to all of his W2 clients. Tim holds the Series 7, 63 and 66 securities registrations, as well as his Illinois, Delaware and Indiana life and health insurance licenses. Jonah Weiss began his financial services career with A.G. Edwards in Indianapolis, and later transferred his business to Morgan Stanley in Chicago as financial advisor with both firms. A 2003 graduate of Ball State University with a degree in Advertising & Marketing, Weiss then moved to the independent side of the business, becoming Director of Insurance with his current broker/dealer, brokersxpress,llc, also located in Chicago.

2 As Director of Insurance with BrokersXpress,LLC, Weiss was responsible for all of the insurance and alternative investments of 150 registered representatives, as well as part of the daily brokerage and compliance operations. Weiss currently holds the Series 7, 63, and 65 securities designation, as well as his accident, life and health insurance licenses. Bottom: W2 uses the state-of-the-art platform from the brokersxpress, LLC, a wholly-owned subsidiary of optionsxpressholdings, Inc., headquartered in Chicago. At W2, we provide a full range of financial services to our clients, including: Financial Planning (Asset Protection/Advanced Tax Minimization Strategies) Financial planning is a highly personal process. At W2, we work closely with each client by analyzing their financial goals and needs (i.e. estate, insurance and retirement planning), and risk tolerance levels, gathering all relevant information for these purposes, and creating an individualized investment strategy. Once we identify your short and long-term financial objectives, we determine a well-suited asset allocation model and select an appropriate mix of investment vehicles. Depending on each client s unique financial needs, the structure of the corresponding investment portfolio might range from a very conservative fixed-income-oriented portfolio to a portfolio comprised of growth-oriented investment tools, such as equities of EFTs. Financial planning also requires long-term attention. Your financial plan needs to be adapted to the major changes that take place in your life such as marriage, a new-born child, a home purchase, inheritance of money, or a change of career. As these changes take place in your life, we will work closely with you and discuss how they may affect your financial plans. Investment Management W2 provides portfolio management services, using the brokersxpress.com clearing platform, for clients who prefer the active portfolio management to achieve their financial goals. We utilize a range of thoroughly researched investment tools (i.e. individual stocks, mutual funds, ETFs, low-cost index funds, etc.), to implement a strategy in full accordance with each client s goals and risk tolerance. Portfolios are adjusted to anticipated market changes, and are monitored on a regular basis. We strongly emphasize portfolio diversification and regular portfolio reviews when working with our clients. We combine portfolio management with financial planning services, to be able to create a comprehensive financial plan that will meet your specific financial needs. We will provide a detailed investment performance overview on a regular basis, to determine if your portfolio is appropriately structured to meet these specific financial needs.

3 Retirement Planning/IRA Rollovers Retirement planning has drastically changed in the last few decades. Years ago, in fact, the sole purpose of retirement planning consisted of accumulating assets until reaching retirement age; today, factors like withdrawal options and tax implications play an important role in your retirement planning. When it comes to building a secure retirement, time is one of your greatest assets. At W2, we can help you customize your retirement savings plan and assist you in selecting a strategy that best suits your family or the needs of your business. Individual Retirement Plans -Traditional/Roth Individual Retirement Accounts (IRAs) - IRA Rollovers Employer-Based Retirement Plans - Employer Contributions - Owner/Self-Employed Plans Estate Planning W2 works with its clients and its tax, legal and other advisors to establish sound financial plans for you. We will also work closely with you to help you achieve your retirement goals and assist you in finding the most effective means to help you acquire, manage, preserve and transfer wealth over time and across generations while benefitting your loved ones. This plan may include different types of insurance as well as reducing the value of your estate during your lifetime. W2 values hard work and attending to your financial needs in a timely manner, and we are committed to your ongoing satisfaction. - Protecting & transferring wealth - Trusts - Insurance strategies & your estate - Life, Disability, Health, Long-Term Care Insurance W2 offers a wide range of high-quality insurance and annuity products through its arrangement with a number of top-notch insurance companies. Furthermore, we can work with almost any

4 major insurance provider on the market; this choice will solely depend upon your financial needs and goals. - Annuities - Life insurance - Disability Insurance - Long-Term Care Insurance (LTC) - Health Insurance Business Solutions/Owners Services IV Learning Center V Contact W2 Please complete the contact form and we will get back to you within 24 hours. If you would like to receive a free portfolio overview, please complete the Investor Profile on your right so that we can find the financial instruments that will most likely match your financial needs. (FORM LINK/BUTTON) 2463 North Lincoln Avenue Chicago, IL Map and Directions Phone: Fax: Bottom of page: Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and cannot be used for the purpose

5 of avoiding any tax penalties. W2 does not provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their independent professional advisors.

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