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. ???????????????? ?? ????????????????:
?? Estate Planning
?? Debt elimination
?? Insurance: Life, Accident, Health, Disability, Long term care
?? Medi-care
?? Wealth Management
?????????????? ?? ????????:
The 50+ crew - turning 50? Are your assets protected? Are you prepared to live your best years out? Got questions? I have answers!
?????????????????? ?????? ?????????????????????????? ???????? ?? ?????????????? ???? ????????:
?? 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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所属行业
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金融服务
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规模
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2-10 人
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类型
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私人持股
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创立
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2021