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Rightsizing for Retirement

What does your home really cost?

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Lanier Asset Management, LLC

Office: 502.909.1100

2321 Lime Kiln Lane

Suite D

Louisville, KY 40222

Mark.Hoffman@lanieram.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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 2026 FMG Suite.

Lanier Asset Management, LLC (hereinafter “LAM”) is an SEC registered investment adviser. LAM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. LAM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information provided by third parties.

Past performance is no guarantee of future results. Investing entails risk, including possible loss of some or all principal. 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 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. 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. Additional information about LAM is available on the SEC’s website at www.adviserinfo.sec.gov. The firm’s CRD number is 150888.

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.

Check the background of this firm on FINRA’s BrokerCheck.

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Copyright 2026 FMG Suite.