Coordinated Planning

Coordinated Planning Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.

06/16/2023

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. Coordinated Planning is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Third party posts found on this profile do not reflect the views of Valmark and have not been reviewed as to accuracy and completeness.

The Valmark registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

In the newest edition to Nebraska Cattlemen, check out Brandon Dirkschneider's take on Farm Succession Planning.
06/09/2023

In the newest edition to Nebraska Cattlemen, check out Brandon Dirkschneider's take on Farm Succession Planning.

Address

20507 Nicholas Circle, Suite 108
Elkhorn, NE
68022

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