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Investment Solutions

Any way you look at it, investing is complex. Our goal is to help you build the financial future you envision. We pride ourselves on being independent financial advisors. But, being independent doesn't mean we're going it alone. We've chosen to work with FSC Securities Corporation. FSC is part of Advisor Group, one of the largest networks of independent wealth management firms in the country.

We offer a broad range of Investment Solutions to work for you including:
  • Retirement Planning
  • Investment Advisory Services
  • Traditional and Roth IRAs
  • 401k and Pension Rollovers
  • Mutual Funds
  • Annuities: Fixed, Equity Indexed, Variable
  • Insurance
  • College 529 Plans
Investing involves risk, including the potential loss of principal. No investment strategy or model can guarantee a profit or protect against loss.
 


 
 
 Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Fixed and/or traditional insurance services offered through Funkhouser Shaffer Financial Services, which is not affiliated with FSC Securities Corporation.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CO, FL, MD, NC, OH, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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