Five Star award winner Benjamin W. Wong

Can Financial Planning Be Simple?

Your life is busy…that's not a revelation, it's just a fact. Between a career, family, and the attempt to achieve some kind of balance with it all, most people are looking for something…anything…that can make their lives simpler. Consider for a moment, what if you could find simplicity in your financial planning?

Not the kind of simplicity that means a "basic" financial plan, but the kind that helps remove the intimidation that can come with complex financial situations. The kind of simplicity that takes the load off you and places it on the shoulders of experts. Simplicity in the confidence that you are prepared for the major events of life with a financial plan that covers all the bases. Simplicity that serves you on your terms.

At Viewpoint Financial Network that kind of simplicity is what we strive for every day. We don't believe people should have to fill out stacks of paperwork before the first visit. We work to utilize all the technology at our fingertips to eliminate unnecessary steps that cost you time and complicate the process. We find that our efficiency creates simplicity for our clients. We respect everyone regardless of their financial position, and we come alongside to walk you through your plan at a comfortable pace, determined by you.

Our goal at Viewpoint Financial Network is to provide an uncomplicated approach to financial planning and money management that serves you on your own time. Give us a call at one of our seven locations in California and see how we can help you bring some simplicity to your financial plan.

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This award was issued on 10/1/21 by Five Star Professional (FSP) for the time period 12/28/2020 through 07/30/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1413 San Francisco - East Bay-area wealth managers were considered for the award; 89 (6% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.

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The Financial Professionals of Viewpoint Finacial Network, are Registered Representatives and/or Investment
Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network,
Member www.FINRA.org/www.SIPC.org, registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of (AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,NJ,NV,NY,OH,OR,PA,SD,TN,TX,UT,VA,VT,WA,WV) No offers may be made or accepted from any resident outside these states due to various state regulation requirements regarding investment products and services.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.