GUIDING YOU TOWARD FINANCIAL INDEPENDENCE WITH HONESTY, CARE AND RESPECT.

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1 GUIDING YOU TOWARD FINANCIAL INDEPENDENCE WITH HONESTY, CARE AND RESPECT.

2 Personal Service. Proactive Guidance. Financial Development Systems, LLC, is committed to being your long-term partner, helping you make informed decisions by listening to your hopes and concerns and guiding you along a path toward financial independence. We do this in an atmosphere of caring and mutual trust, listening and responding to your needs at all times. As you pursue the lifestyle you envision, our experienced, knowledgeable staff helps ensure your goals remain in focus through proper analysis and planning. Expect us to provide you with ongoing communication regarding financial opportunities and trends. Our goal is to help you navigate complex financial situations so you can prepare for the unexpected.

3 You can be rest assured we will never recommend financial and investment strategies that we would not personally consider investing in ourselves. That is our promise to you.

4

5 Traditional Values We provide a high level of service based on our three core values accountability, credibility and legitimacy and you can expect us to be respectful of you and your loved ones needs, philosophies and beliefs. Accountability. As an independent firm, we have access to innovative technology and leading industry research. And because we don t endorse proprietary products, we are free to provide you with unbiased guidance. We represent your best interests and are accountable for our actions as we strive to provide strategies that are defined, realistic and attainable. Credibility. Our principal, Joseph (Jody) Owenby, has been with our predecessor firm, Financial Development Corporation, for more than 20 years. He, like his mentor, Dr. Kay Shirley, focuses on educating his clients, believing that education is the key to opening investment opportunities. Legitimacy. Financial Development Systems serves more than 2,000 clients, providing a wide range of comprehensive financial services and strategies, while practicing with integrity, transparency and ethics. We are recognized for our knowledge and accessibility, and for maintaining an environment where your privacy, security and comfort are a top priority. Jody Owenby, CFP

6 Wealth Management Process For more than 20 years, our firm has specialized in employing our holistic wealth management process for individuals in a wide variety of business professions. While similarities exist in the strategies we develop, we understand that each of our clients has unique needs. The process starts by understanding your values, your investment history, your risk tolerance and the goals you have for you and your family. We then analyze your current financial situation and offer services and strategies aligned with your goals for retirement, your estate and your legacy. Our services and strategies include: Income Planning Retirement Planning Education Planning Estate Planning Investment Management Tax Strategies Rollover Strategies Roth IRA Conversions Educational Investment Seminars Once you fully understand and are satisfied with the strategies we recommend, we not only implement them, but we closely review and monitor your choices to ensure your needs are being addressed. For more information on our services, philosophies, knowledge and experience, we invite you to visit our website, If you could benefit from our commitment to providing personal service and proactive guidance, please call to schedule a no-obligation consultation.

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8 Independence Powered by LPL Financial Financial Development Systems has access to the resources of LPL Financial, the nation s largest independent broker/dealer.* This relationship provides us with unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we are able to make informed recommendations and provide you with conflict-free guidance. Financial Development SYSTEMS, LLC Hammond Drive, Building Two Atlanta, GA Phone: Fax: * As reported by Financial Planning magazine, June , based on total revenue. Securities offered through LPL Financial, member FINRA/SIPC.

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