Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hartmann Financial Advisors, LLC, are not affiliated. https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/
7200 South Alton Way
Centennial, CO 80112
United States
