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BROUGHT TO YOU BY: Thomas G. Duffy, CPA/PFS Tel 818-385-0585 Daisy Hom, CPA Tel 858-642-5050 Kristopher Lindley, CFP® Tel 619-550-4619 |
Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. |