Licensed investment advisor representative in CO, CA, WA ,TX & AK for annuities, investment portfolios and retirement strategies. Specialized focus in preservation and accumulation of client wealth performance with tax deferred and tax advantaged accumulation and distribution. FINRA Licensed Series 6, 63 & 65. •Wealth Management •Investment Strategies •Retirement Strategies •Income Planning •Social Security Maximization •Life Insurance Solutions •Long-Term Care Solutions
Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
Tax and /or legal advice not offered by Transamerica Financial Advisor, Inc., Transamerica Financial Group Division or their affiliated companies. Plese consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFG 007930-06/16