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Angela Jolley
Financial Advisor
CKA and Philanthropic Solutions in Financial Planning an AHA & FPA Certificate Program
AFG Financial627 5th Street, Unit 201, Mukilteo, WA 98275
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Advisory services offered through Arbor Point Advisors, LLC. Securities offered through Securities America, Inc., member FINRA/SIPC. AFG Financial, Arbor Point Advisors and Securities America are separate companies. AFG Financial is not a registered investment advisor or broker-dealer.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.