Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced. ORGANIZING YOUR FINANCIAL HOUSEHOLD
Transcript
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
ORGANIZING YOUR FINANCIAL HOUSEHOLD
A household is a small business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Money comes in…money goes out.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
There are customers…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Some are called ‘children’…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
And there are managers…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Some are called ‘parents’…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Adults keep the business running…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Sometimes it goes well…sometimes not so well.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
In a well run business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
There is a CFO or Chief Financial Officer…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Who watches the money in the business…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
and who organizes pieces of the financial puzzle.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Most households have these puzzle pieces…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Savings
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IRAsMedicare
Mortgage
Inheritance
Pension
College
Budget
Stocks
Old 401(k)
And these types of questions…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Is my pension enough?
When to start
Social Security?
Moving a
401k?
How muchis
Medicare?
When can I retire?
Should I
refinance?Can we afford
college?
We believe East Harbour Capital is very good with puzzles.
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Helping you arrange these pieces…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Savings
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IRAsMedicare
Mortgage
Inheritance
Pension
College
Budget
Stocks
Old 401(k)
And these types of questions…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Is my pension enough?
When to start
Social Security?
Moving a
401k?
How muchis
Medicare?
When can I retire?
Should I
refinance?Can we afford
college?
Into this…
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
CONFIDENCE
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.
