Financial Checklist
September 1, 2022
As we move into the fourth quarter of 2022, it’s time to start reviewing your finances. Here is a quick checklist of things to be thinking about as this years winds down.
As we move into the fourth quarter of 2022, it’s time to start reviewing your finances. Here is a quick checklist of things to be thinking about as this years winds down.
Whether or not you’ve stopped counting birthdays, it’s important to know that some birthdays are more important than others when it comes to financial planning.
Malachi Bontrager, a Financial Advisor here at LD&B, recently completed the Harrisonburg-Rockingham Chamber of Commerce Leadership program.
Check the background of this firm on FINRA’s BrokerCheck.
DISCLOSURE: Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member, FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Member, FINRA and SIPC. LD&B Insurance and Financial Services and LD&B Financial Group, a DBA of LD&B Insurance and Financial Services, is independent of CFGS. Please be advised that presently Adam Savanick holds the series 6, 7, 63 and 65 licenses AL, CO, FL, IL, KS, KY, LA, MA, MO, MT, NC, NY, OH, OR, PA, SC, TN, TX, VA, and WV. Steve Brunk holds the series 6, 7, 63 and 66 licenses in AZ, CO, DC, DE, FL, IN, KS, MD, NC, PA, TX, VA, WI, and WV. Malachi Bontrager holds the series 7 and 66 licenses in VA and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Adam, Steve, or Malachi before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.
For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures