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.
Real Estate and Self-Directed IRAs
May 12, 2021
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
May 4, 2021
The American Jobs Plan and Proposed Tax Policy
April 27, 2021
A Starter Guide to Selling Your House
April 21, 2021
Your Guide to Medicare Planning
April 6, 2021
Mastering Financial Aid Eligibility
March 30, 2021
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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