At i•financial, helping our clients live intentional lives while making the financial planning process understandable is our goal. As investment advisors, we operate as fiduciaries, which means we are obligated to act in your best interest, avoid conflicts of interest, disclose all material facts fully and completely, act with utmost good faith, and not mislead clients.
Financial Planning Considerations for Single Women
March 9, 2023
How to Stay Safe in a Winter Weather Emergency
January 19, 2023
Tax Changes You Need to Know About for 2022
January 16, 2023
5 IRA Misconceptions and How You Can Make the More Informed Choice
September 7, 2022
In Transition: Coping with Big Life Changes
August 3, 2022
Could a Health Savings Account Work for You?
July 27, 2022
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.
FORM CRS: CLIENT RELATIONSHIP SUMMARY
Privacy Policy © Copyright 2007 – 2022
