Investment Planning Throughout Retirement

June 14, 2018

Investment Planning throughout Retirement.pdf

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216 East Front St., Suite 201
Traverse City, MI 49684
phone: 231.421.7711
fax: 231.421.7760

Black Walnut Wealth Management is a fee-only financial planning and financial advisor firm that proudly serves the Northern Michigan area including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, and Suttons Bay.

Hyperlinks on this site point to a website not affiliated with Dynamic Wealth Advisors. These links are provided as a convenience only. Dynamic Wealth Advisors disclaims any responsibility for the accuracy of the information on those other websites.

Advice from Black Walnut Wealth Management should not be construed as tax or legal advice. Black Walnut Wealth Management is not engaged in rendering professional legal or accounting services.

The CERTIFIED FINANCIAL PLANNER™, CFP^®are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).

The CFP^® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP^® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

All investment advisory services are offered through Dynamic Wealth Advisors. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. The material has been distributed for informational purposes only. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.

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