How to Define Your Investment Strategy

October 25, 2018

How to define your investing goals.pdf

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13919 S W Bay Shore Drive, Suite 106
Traverse City, MI 49684
phone: 231.421.7711
fax: 231.421.7760

Black Walnut Wealth Management is a fee-only firm that provides fiduciary investment services. We are a financial planning, financial services, and financial advisory firm that proudly serves Traverse City and the Northern Michigan area near you including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette and Iron Mountain.

Financial 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 a 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. 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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