White Paper - The Household Endowment Model
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You may either download the report to your device by clicking this link: |
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...or simply read it directly in your browser below.
To learn more about The Household Endowment Model® and how it could be part of
your overall wealth management plan, call us today to arrange a free consultation.
your overall wealth management plan, call us today to arrange a free consultation.
(479)268-3270
To learn more about our complete range of wealth management products and services, visit our main website at
mikemcgeefinancial.com
mikemcgeefinancial.com
Mike McGee Financial Solutions
1027 S. Main Street, Suite 302
Joplin, MO 64801
(479)268-3270
1027 S. Main Street, Suite 302
Joplin, MO 64801
(479)268-3270
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Bering FInancial, , CSA and CSS are independent entities. Please be advised that Michael McGee holds FINRA Series 7 and Series 63 in the States of Missouri, Arkansas, Oklahoma, and Mississippi. Life & Health licenses in Missouri (0166121). NPN=7092273. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Michael McGee before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
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