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Our 7 Steps to Financial Planning
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Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Advisory services are offered through Patel Wealth Strategies, Inc., an Investment Advisor in the States of Arizona and Iowa. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Michelle Patel, an affiliated company.
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.