To help prepare for our meeting, you should have a basic idea of your current financial position and financial goals. How do you feel about your finances? Do you have any concerns? What would you like to accomplish in the next few years and longer term?
Integrated Financial Management, LLC
375 Sam Houston Jones Parkway
Lake Charles LA, 70611
Phone: (337) 312-0920
Securities offered through Securities America Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors Inc. Timothy J. Aguillard, Representative Integrated Financial Management, LLC and the Securities America companies are unaffiliated.
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