Page 41 - Example Guide

NUTMEG
ADVISORY GROUP
Planning for Life’s Goals and Challenges, Together.
We are sorry for your loss.
Together we will get through this...
In the wake of that loss, it’s not that easy making financial decisions, but you don’t have to make them alone.
Knowing where to begin is a challenge at best. We’re here to listen to your concerns and help guide you through the process.
Financial Planning • Insurance/Risk Management Retirement Planning • Educational Planning Inheritance Planning
William F. Giaquinto Jr., CRPC®
Managing Partner Registered Principal*
Call for a complimentary consultation
631-464-1623
80 Orville Drive, Suite 100 Bohemia, NY 11716
Scott Berney
Manager Registered Representative*
*Securities and Advisory Services offered through registered representatives of Lincoln Financial Securities Corporation, a Registered Broker/Dealer, Member FINRA / SIPC. Securities offered to residents of CA, CT, DE, FL, IL, KS, MA, ME, NH, NJ, NY, PA, RI, TX, UT, SC & VA. Advisory services offered to residents of CT & TX. Nutmeg Advisory Group, LLC and Lincoln Financial Securities Corporation are not affiliated. Lincoln Financial Securities and their
representatives do not offer tax or legal advice. Please see your tax or legal professional regarding your individual circumstances. LFS-2007736-012618.
M. A. Connell Funeral Home - Page 41