Your Financial Dreams Are Not Out Of Reach
It’s time you start seriously thinking about your financial situation—from planning to pay for your child’s college tuition, to your retirement, and estate. No matter what your money style, i•financial advisors take the guesswork out of creating the future you envision.
How you manage your money matters. Your finances are intertwined with every decision you make—where you live, vacations you take, stores you frequent, and where you invest your hard-earned money. With i•financial, we create a customized financial plan that aligns with your life’s dreams, protects you from the unforeseen, and invests in the best way to help you achieve your goals.
Contact us to set-up an in-person, online, or phone consultation today.
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, 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 Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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