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Financial Planners Waldorf .pdf


Original filename: Financial Planners Waldorf.pdf
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Financial Services Associates website
Our firm practices in many areas of retirement planning,
personal financial planning, estate planning strategies,
annuities, education funding and insurance analysis.

LET A FINANCIAL PROFESSIONAL SHOW YOU HOW KNOWLEDGE PAYS OFF!!

Click Here For Additional Estate Planning Resources
---------------------------------------------------------------------------------------------------

The Basics Of Selling Your Home
Mutual Funds
Investing in Stocks
Living Trusts

Market Summary
Market Sectors
Market Movers
A-Z Listings

Detailed Quote
Symbol Lookup

--------------------------------------------------------------------------------------------------This information is designed to provide a general overview with regard to the subject
matter covered and is not state specific. The authors, publisher and host are not
providing legal, accounting, or specific advice to your situation. This is not an offer of
securities in any jurisdiction, nor is it specifically directed to a resident of any
jurisdiction. As with any security, request a prospectus from your registered
representative. Read it carefully before you invest or send money. Insurance and
financial products are limited to residents of Maryland, Virginia, District of Columbia,
Pennsylvania, Delaware, and New Jersey. Residents of other states can be offered these
programs once we are licensed in the state.

I am an Investment Adviser Representative (IAR) in the state of Maryland.
How Financial Professionals are Paid
. Commission based products
Compensation (methods and disclosure)
The firm`s client`s interests come first.
. We will recommend investment products based on what is in their best interest and not
based on which one would give us more earnings.
. When requested, we will inform clients of the dollar amount of fees (commissions or
loads) they will pay on the purchase of any investment product.
. When appropriate, we may refer clients to other, related professionals for services they
are better able to provide. We sometimes receive referrals from these professionals
. My firm does not, nor does any affiliate or member of my firm, act as a general
partner, participate in or receive compensation as a general partner from investments
that we recommend.
. We will provide prospective clients with references, upon request.
. We will provide a free review to prospective clients so that we may determine if their
needs and our practice are well-matched.

If you are interested in providing Investment Strategies, Personal Finance Strategies,
Educational Funding, Estate Planning,
Charitable Giving, Retirement Funding,
Business Finance Strategies, and Insurance
Analysis to prospective clients please contact
our company.

Planning Concerns - What are Your Concerns
Tax Deferred Annuities
PLANNING CONCERNS
Are you satisfied with your current
strategy? Are your plans up-to-date, or
do they need to be changed. Use the list
below to identify your potential financial
needs.

Social Security
Medicare/Medicaid Options
Required Minimum Distributions:
Qualified Retirement Plans
Individual Retirement Accounts
(IRAs)

WHAT ARE YOUR CONCERNS

INCOME PROTECTION

ESTATE PLANNING

Disability
Income Protection Strategies
Asset Protection Strategies
Creditor Protection
Income Tax Planning Strategies
Home Health Care
Assisted Living/Alternate Community
Care
Nursing Home Care
Medicare/Medicaid Planning

Wills/Durable Power of Attorney
Health Care Directives/Living Will
Revocable Living Trust/Irrevocable
Trust
Lifetime Gifting/Family Gifts
Wealth Transfer Strategies
Family Limited Partnerships
Limited Liability Companies
Qualified Personal Residence Trust
Charitable Gifts/Charitable Trust
Charitable Remainder Annuity Trust
Charitable Remainder Unit Trust
Charitable Lead Trust
Donor Advisor Trust
Pooled Income Trust
Other Charitable Trust Options
RETIREMENT PLANNING
Emergency Funds/Short Term Savings
Wealth Accumulation Strategies
Investments
Pension/Retirement/401(k)Plans
Individual Retirement Plans (IRAs)

ASSISTING
PARENTS/CHILDREN
Income/Savings/Insurance
Strategies
Education/College Funding
Strategies
Income Tax Planning
Living Expenses/Bill Paying
Services
Divorce/Remarriage Issues
Special Needs Trust
Recreational/Leisure Volunteer
Activities
Reverse Annuity Mortgages

Alzheimer/Dementia Issues
Death/Dying Funeral Concerns

Financial Services Associates
10906 Timothy Court
White Plains, MD 20695-3104
Phone: 800-821-2304, Metro 301-843-0382, Local 301-645-0325
Fax: 301-843-1501
E-mail: john@hardingjs.com
http://www.hardingjs.com


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