The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
Episodes
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
The opinions voiced in this materi...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This information is not intended t...
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.
Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
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