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Understanding Sequence of Returns Risk: To Avoid Common Retirement Pitfalls

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5 Essential Strategies the Help Ensure: Financial Success in Retirement

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Maximize Your Retirement: 5 Smart Money Moves for Your Old 401(k)

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Aurora Wealth Advisors

9915 Mira Mesa Blvd, Suite 240

San Diego California 92131

858.326.0046

626.655.2556

admin@aurorawealth.com

Disclaimers | Form CRS

CA License #OD79942 | ARE-17574 | 10/15/2025

The content is developed from sources believed to provide 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.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Gladstone Institutional Advisory LLC, a Registered Investment Advisor. Aurora Wealth Advisors, Gladstone Institutional Advisory and LPL Financial are separate entities. Registration as an investment adviser does not imply a certain level of skill or training.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).