I’ve always had my foot in the financial planning sector. But after these turn of events and a million conversations with friends and family to make sure that they had these things in place, I found out they didn't! No one was really prepared for this situation. Investment advisory services offered through Brookstone Capital Management, LLC, a Registered Investment Advisor. 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐈 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝: 🔶 Estate Planning 🔶 Debt elimination 🔶 Insurance: Life, Accident, Health, Disability, Long term care 🔶 Medi-care 🔶 Wealth Management 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐈 𝐡𝐞𝐥𝐩: The 50+ crew - turning 50? Are your assets protected? Are you prepared to live your best years out? Got questions? I have answers! 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐚𝐧𝐝 𝐎𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐡𝐚𝐭 𝐈 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐮𝐩 𝐰𝐢𝐭𝐡: 🔶 Funeral homes 🔶 Estate Planning Attorneys 🔶 Tax Professionals & CPA’s Are you looking to provide additional value to your clients? Let’s talk about how I might partner with you or your company to provide answers to your clients questions through a personal training session. You can email me at: [email protected] Brookstone Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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Estate Planning | A financial partner. Information provided is not intended to be tax or legal advice and not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
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