Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.
Copyright 2018 FMG Suite.
Registered Representative offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Jacobson Wealth Management and United Planners Financial Services are independent companies.
This information is intended for use only by residents of AZ, CA, KS, MD and OH. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, KS, MD and OH.