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Form CRS Relationship Summary

Form CRS Relationship Summary 2025

Contact

Office: (916) 361-0100

Toll-Free: (800) 750-2111

Fax: (916) 361-0191

1130 Iron Point Road

Suite 170

Folsom, CA 95630

katelin@plannedsolutions.com

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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.

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Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Personalized or specialized services, levels of experience, and professional credentials or designations should not be construed as a guarantee of client satisfaction or any particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Planned Solutions, Inc. (“PSI”) is neither a law firm nor an accounting firm and does not provide accounting or legal advice. Please contact your accountant or attorney for advice pertinent to your personal situation.