HOMETHE INTREPID DIFFERENCE THE CREWINSIGHTS FROM THE BRIDGE CLIENT CENTER CONTACT US Intrepid Financial 317-818-1776 intrepid@intrepidfinancial.com Advisory Services Intrepid Financial Planning Group, LLC (IFPG) is a fee-only based investment advisory firm registered with the United States Securities and Exchange Commission (SEC) under the Investment Advisor Act of 1940. IFPG is not a mutual fund or hedge fund. Client monies and accounts are not co-mingled with other client monies or accounts. IFPG customizes each client portfolio in an attempt to match the client's goals, risk tolerance, and expectations. IFPG utilizes both financial and non-financial information from clients in the customization process. Client portfolios are monitored and periodically adjusted. IFPG investment advisory services are provided on a discretionary basis. Discretionary means clients give IFPG permission to buy and sell investments at IFPG's discretion without having to consult the client in advance of the transaction. Although IFPG advisory services are provided on a discretionary basis, IFPG recognizes it is the client's money. Accordingly, clients are free to request IFPG to refrain from including certain types or categories of investments in their portfolio. Advisory clients are also free to request IFPG to include a specific investment in their portfolio or request IFPG to analyze and provide an opinion on an investment they are considering for inclusion. At Intrepid Financial, we realize there are clients who have recurring withdrawals or distributions from their accounts, as well as those market conditions which make it prudent to increase the position in cash. IFPG does not charge a management fee on those funds sitting in money markets. This is another differentiator from other investment advisory firms. While IFPG advisors may be located in various communities, they all receive close support from our headquarters in Indianapolis. We are currently registered in Indiana, Illinois, Ohio, Virginia, Florida, California, Michigan, South Carolina, Nebraska, and Texas. Residents of other states may be eligible to receive offers with prior approval. Please inquire if you reside outside one of the states listed above. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. We are a Registered Investment Advisor offering Investment Advisory Services through Intrepid Financial Planning Group, LLC, a wholly owned subsidiary of Intrepid Financial, LLC. We are registered with the United States Securities and Exchange Commission (SEC) and additional information about Intrepid Financial Planning Group, LLC is also available on the SEC's website at: www.adviserinfo.sec.gov . The information on this website has not been approved, verified, or otherwise endorsed by the SEC or by any state securities authority. We are currently registered in Indiana, Illinois, Ohio, Virginia, Florida, California, Michigan, South Carolina, Nebraska and Texas. Residents of other states may be eligible to receive offers with prior approval. Please inquire if you reside outside one of the states listed above. The website is for informational purposes only. It is not to be construed as tax, legal, or investment advice. Sign Up for Our Newsletter Name Email Subscribe Contact Us Office: (317) 818-1776 | intrepid@intrepidfinancial.com 2454 E. 116th Street, Carmel, IN 46032