Page 7 - 10 Keys to Investment Success - REVAMPED 2023

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 reliable. No promises of investment

of the impact of various assumptions returns or guarantees are made in

on your planning objectives. 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.