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.
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Baby bust: 4 charts show how expensive it is to have kids in the US today
November 2, 2020
With Election Season Heating Up, How Much Volatility Should We Prepare For?
October 20, 2020
Does the Presidential Election Spell Risk for the Markets?
October 13, 2020
Questions to Ask Before Hiring an Estate Planning Attorney
October 7, 2020
The Dangers of Trying to Time the Market
August 26, 2020
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.
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