Financial Advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as an Investment Advisor Representative with United Planners, I may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan, and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. Insurance-related services may not be provided to individuals residing in any states other than Washington, Alaska, Colorado, Hawaii, Idaho, Montana, New Mexico, and Nevada.
Kirby Brown is an Investment Advisor Representative offering securities and advisory services through UNITED PLANNERS FINANCIAL SERVICES, member: FINRA, SIPC. Starr Investments and Benefits and United Planners are not affiliated. This information is intended for use only by residents of Washington, Idaho, Montana, Oregon, Arizona, California, Idaho, Montana, Nevada, Texas, and Virginia. No offers may be made or accepted from outside the specific states referenced.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
9016 East Indiana Ave Suite C
Spokane , WA 99212
United States
