Non-Managed Accounts

It is possible that investments in securities, such as common and preferred stocks; government, corporate and municipal bonds; open-end and closed-end mutual funds; and unit trusts may be made through a traditional brokerage account, where commissions are charged.

Various forms of insurance - including life, disability, and long-term care (nursing home)- may be purchased where compensation may come from commissions.

Qualified Employer Account, such as 401(k), 403(b), 457 plans, Employee Stock Options Plans, and Deferred Compensation Plans are considered "non-managed" accounts; however, we will provide personalized reviews and recommendations for these accounts under our financial planning services.

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