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Schamerhorn Financial Group

Seminar Video Tour

ESTATE PLANNING BASICS

ADVANCED ESTATE PLANNING

INTRODUCTION TO ANNUITIES

VARIABLE ANNUITIES

RETIREMENT BASICS

INVESTMENT BASICS

COLLEGE PLANNING

PLANNING FOR LONG-TERM CARE

RETIREMENT INCOME PLANNING

ROTH IRA CONVERSIONS

FINANCIAL PLANNING BASICS

SPECIAL NEEDS PLANNING

 

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Fixed and traditional insurance offered through Schamerhorn Financial Group.Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent ofOsaic Wealth, Inc.

In this regard, this communication is strictly intended for individuals residing in the states of Alabama, Arkansas, Arizona, California, Florida, Illinois, Louisiana, and Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced.



IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

  1. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck