GRAND STRATEGY • Strategic alternatives revolve around the question of whether to continue or change the business the enterprise is currently in or our improve the efficiency…

1.FINANCIAL PLANNING MYTHS Myths Commonly Associated with Financial Planning, the Profession & Its Practitioners2. TODAY’S AGENDA DefineFinancial Planning, The Financial…

HOW WE GUARANTEE INCOME FOR LIFE! Brian Weatherdon, MA, CFP, CLU, CPCA, CRC, MDRT. Certified Financial Planner – Cert. Retirement Coach Brian @ SovereignWealth .ca 905-637-3500…

1. Audree L. Begay, CFP® Private Wealth Advisor CERTIFIED FINANCIAL PLANNER™ practitioner An Ameriprise Financial Advisor since 1999. Her accomplishments include: •…

Investment Advisors: Stephen Share [email protected] Greg Schroeder [email protected] First Quarter 2015 DEAR CLIENTS & FRIENDS; Despite a turbulent start…

M ead lo ck Fin an cial & C o n su ltin g Services 4943 Park Ro ad Su ite 348 C h arlo tte, N C 28209 mEADLOCK FINANCIAL & CONSULTING SERVICES “It’s not your…

LASTING SUCCESS INDEPENDENT THINKING INNOVATIVE SOLUTIONS 7777 ALVARADO RD., SUITE 106, LA MESA, CA 91942 | T: 855.360.9811 | F: 619.741.9811 | WWW.TCM360.NET Secur i t ies…

Alliance Financial Group, Inc Registered Investment Advisory Securities offered exclusively through SunAmerica Securities, Inc. A registered broker-dealer not affiliated…