r total financial picture, and start by and both your short- and long-term e to truly understand your objectives, llenges and personal schedule to help ble financial strategy to address:
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FIED FINANCIAL PLANNER™ professional rs.com 619) 957-6588
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C®, CLU® NER™ professional
C (NY, NY 212-554-1234), member FINRA, SIPC. ough AXA Network, LLC, which doesbusiness in CA nia, LLC, in UT as AXA Network Insurance Agency of Agency of Texas, Inc., and in PR as AXA Network of twork do not provide tax or legal advice. Certified . owns the certification marks CFP®, CERTIFIED ered CFP (with flame design) in the U.S. Midwest by AXA Advisors or AXA Network.
• Tactical Asse • Cash Manag • College Fund building yourPlann • Estate
We take a detailed look at your total financial picture, and start We take a detailed look at your total financial picture, and start by by assessing your current assets and both your short- and longassessing your and bothyour your short- and long-term term financial goals. We takecurrent the time assets to truly understand goals. Wehorizons, take the time toand truly understand your objectives, objectives,financial risk tolerance, time challenges personal risk tolerance, horizons, challengesfinancial and personal schedule to help schedule to help you buildtime a practical and sustainable strategy toyou address: build a practical and sustainable financial strategy to address: • Tactical Asset Allocation • Tactical Asset Allocation • Long-Term Care Insurance • Cash Management Michael Ingram, CFP® • Cash Management • Life Insurance • College Funding Financial Consultant, • Estate Planning Strategies CERTIFIED FINANCIAL PLANNER™ professional • College Funding • Retirement Planning • Long-Term Insurance Tel: (619) 557-8241 / Cell: (619) 957-6588 • Care Estate Planning Strategies • Life Insurance firstname.lastname@example.org • Retirement Planning www.Michael-Ingram.com Michael Ingram, CFP® CA Insurance License #0E54363 Financial Consultant, CERTIFIED FINANCIAL PLANNER™ professional Securities offered through AXA Advisors, LLC (NY, NY 212-554-1234), member FINRA, SIPC. Annuity and insurance products offered through AXA Network, LLC, which does business in Michael.Ingram@axa-advisors.com CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in TX as AXA Network Insurance Agency of Texas, Inc., and in PR as AXA Network of Puerto Rico, Inc. AXA Advisors and AXA Network do not provide tax or legal advice. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , Tel: (619) 557-8241 / Cell: (619) 957-6588 CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S. l Midwest Financial Partners is not owned or operated by AXA Advisors or AXA Network. AGE-141535 (11/2020) www.Michael-Ingram.com CA Insurance License #0E54363 2019 | 69 Luis Strohmeier, CDFA, ChFC®, CLU® CERTIFIED FINANCIAL PLANNER™ professional ®
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