512-498-7526
operations@planningworksinc.com
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Celebrate Labor Day

Text: A time to appreciate those who tirelessly strengthen our nation. LABOR DAY. Image: People enjoying a day off from work at an amusement park. Text: As we transition from summer to fall, remember to honor our dedicated workforce. Images: A family sharing an affectionate moment at the beach. A man with a hat working in a large amber field. Text: Savor the last rays of summer sunshine and celebrate the hard work that surrounds us. Image: A person walking silhouetted against a cloudy blue sky. Text: Wishing you a relaxing and enjoyable Labor Day. Image: Several people sitting, silhouetted against a lightly clouded blue sky, visiting and listening as someone plays a guitar.

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Office: 512-498-7526

7719 Wood Hollow Drive

Suite 216

Austin, TX 78731

operations@planningworksinc.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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Copyright 2026 FMG Suite.

Investment advisory services provided by Planning Works Advisory, Inc., a registered investment adviser.

This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory or are exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances. Some affiliated persons are also licensed to offer insurance products in various states.

PWA Form CRS (February 2025)

PWA Form ADV Firm Brochure (February 2026)