Page 7 - How We Position You For Investment Success

Disclaimer

Past Performance is not indicative

of future returns.

Diversification does not eliminate

risk. Figures stated in the slides above

are for illustrative purposes only and
are derived based on assumptions

and information provided by third

parties and/or other historical

assumptions. The assumptions and

information contained herein may

change over time. Some of the

information presented is based on
current tax rules and legislation which Pacific Capital is an SEC Registered

are subject to change. Hence, it is Investment Advisor (RIA) in

imperative that you review your Southern California.

financial plan regularly to ensure it is

up-to-date and addresses your current All of the information provided are

needs. It is also important to look at a from sources we believe to be

few different scenarios to get an idea realizable. No promises of
of the impact of various assumptions investment returns or guarantees are

on your planning objectives. made in this presentation.

Before making decisions with legal, For additional information an

tax, or accounting ramifications, you disclosures, visit our website at

should consult appropriate www.pacificcapital.com

professionals for advice that is
specific to your situation.