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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

 

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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.

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Securities offered through Parkland Securities, LLC. Member FINRA, SIPC. Investment Advisor Representatives offer investment advisory services through Sigma Planning Corporation, a registered investment advisor. Precision Wealth Financial & Insurance Services Inc is independent of Parkland Securities, LLC and SPC.

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Precision Wealth
Office: (949) 208-9670

9890 Research Drive
Ste. 200
Irvine, CA 92618

Series 6, 7, 63, 66

mfrankel@parklandrep.com

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