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Disclosures

The Retirement Readiness Calculator provides generalized estimates based on the information you enter and the return and inflation assumptions shown. Results are hypothetical and intended solely for educational and illustrative purposes. They do not reflect actual investment results, do not account for taxes, fees or market volatility, and are not guarantees of future outcomes. Actual results will vary. This tool does not constitute investment, tax or financial advice, and use of this calculator does not establish a client relationship with Moran Wealth Management®, LLC. Consult a qualified financial advisor before making decisions based on these estimates. Moran Wealth Management®, LLC is a Registered Investment Adviser.

Moran Wealth Management®, LLC (MWM) is an SEC registered investment adviser located in Naples, Florida. Registration as an investment adviser does not imply a certain level of skill or training. The publication of MWM’s web site on the Internet should not be construed by any consumer or prospective client as MWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of MWM’s current written disclosure statement as set forth on Form ADV, discussing MWM’s business operations, services, and fees is available from MWM upon written request or by visiting adviserinfo.sec.gov. MWM does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

*Moran Wealth Management®, LLC was ranked #1 in Southwest Florida in Financial Advisor Magazine’s 2026 RIA Ranking, based on assets under management as of December 31, 2025. Rankings are determined solely by total AUM submitted through a voluntary survey and are not indicative of future performance, investment results, the quality of investment advice, or client experience. Full ranking methodology and disclosures: moranwm.com/disclosures.

Moran Wealth Management®, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

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