General Information We specialize in the following types of services: financial planning/consultations. Our firm is a limited liability company formed in the State of California. The firm is registered with the SEC as a related advisor of SageView Advisory Group, LLC (CRD No. 126777), under Rule 203A‐2(b) of the Investment Advisers Act of 1940. SERVICES PROVIDED Financial Planning Financial Planning may include advice that addresses one or more areas of a client's financial situation, such as estate planning, risk management, budgeting and cash flow controls, retirement planning, education funding, and investment portfolio design and ongoing management. Depending on a client’s particular situation, financial planning may include some or all of the following:  Gathering factual information concerning the client's personal and financial situation;  Assisting the client in establishing financial goals and objectives;  Analyzing the client's present situation and anticipated future activities in light of the client's financial goals and objectives;  Identifying problems foreseen in the accomplishment of these financial goals and objectives and offering alternative solutions to the problems;  Making recommendations to help achieve retirement plan goals and objectives;  Designing an investment portfolio to help meet the goals and objectives of the client;  Providing estate planning;  Assessing risk and reviewing basic health, life and disability insurance needs; or  Reviewing goals and objectives and measuring progress toward these goals. Advisory associates of SageView PCG are also advisory

representatives of SageView Advisory Group, also a Registered Investment Adviser. Once financial planning advice is provided by SageView PCG, the client may choose to direct that the representative, in his role at SageView Advisory Group, implement the financial plan and manage the investment portfolio on an ongoing basis. However, the client is under no obligation to act upon any of the recommendations made by SageView PCG under a financial planning engagement and/or engage the services of any recommended professional. General Consulting In addition to the foregoing services, SageView PCG may provide general consulting services to clients. These services are generally provided on a project basis, and may include, without limitation, minimal cash flow planning for certain events such as education expenses or retirement, estate planning analysis, income tax planning analysis and review of a client’s insurance portfolio, as well as other matters specific to the client as and when requested by the client and agreed to by SageView PCG. Consulting services may also be provided for business clients in a wide range of areas, including but not limited to, executive compensation consulting, business succession planning and related financial and business issues. The scope and fees for consulting services will be negotiated with each client at the time of engagement for the applicable project. Participation In Wrap Fee Programs SageView PCG does not participate in or sponsor any wrap fee program. As of December 31, 2023, SageView PCG does not currently have any assets under management.