independent and objective financial advice is what you deserve. an individual’s life story plays an integral role in the success of their financial strategy. we offer an integrated discovery and planning process to help you simplify your financial life. we can offer access to a range of products and services including: iras, ira rollover services, fee-based asset management, education plans and much more, depending on your needs and goals. if you have, it’s important to understand that it is not only your business to know this, but your right. at family wealth management, it is our pride and privilege to provide complete transparency regarding how we are paid.
the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest. the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. as of january 1, 2020 the california consumer privacy act (ccpa) suggests the following link as an extra measure to safeguard your data: do not sell my personal information. securities and advisory services offered through lpl financial (lpl), a registered investment advisor and broker/dealer (member finra/sipc). union state bank and family wealth management, llc are not registered as a broker/dealer or investment advisor.
even though they may understand financial strategies and products, they have a low level of interest in doing the work themselves. as a client of family wealth management we will clearly disclose all fees involved, help select an appropriate asset mix for your portfolio, proactively contact you regarding your investments and you will have access to experts to help with other financial areas. i have a fully diversified portfolio thanks to their expertise and integrity. it excels in a sea of the mundane.
he is the ceo of family wealth management and creator of “the wealthcare process” designed to simplify and coordinate the financial affairs of his clientele of pre-retirees, retirees, widows and small business owners. the inclusion of a financial advisor within the women’s choice award financial advisor network should not be construed as an endorsement of the financial advisor by womencertified or its partners and affiliates and is no guarantee as to future investment success. to qualify as a 529 plan under federal rules, a state program must not accept contributions in excess of the anticipated cost of a beneficiary’s qualified education expenses…. investment advisor representatives offer advisory services through mutual of omaha investor services, inc. family wealth management and mutual of omaha investor services, inc. are not affiliated.
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