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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/Financial Planning provided thru: East End Financial Group, Inc. ("EEFG") a Registered Investment Advisor Advisory Persons of EEFG are also Registered Representatives with and offer securities thru: American Portfolios Financial Services, Inc.("APFS") MEMBER: FINRA/SIPC. Insurance services provided thru Kosinski Associates, Inc.(“KAI”). EEFG and KAI are unaffiliated with APFS. KAI is an affiliate of EEFG
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.