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Allocated Financial Planning - Financial Advisor

Was founded in 2006 and follows a holistic process for financial, estate, gift, and charitable planning. This wealth management process – which includes data gathering and assessment, construction of an overall plan, presentation and implementation, and timely review and monitoring – offers a detailed view of your financial life. Ndash; we are committed to providing our clients with well-informed, objective advice, and to creating a disciplined framework within which financial decisions are made, impleme...

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Allocated Financial Planning

Jan Jumet

3479 Da●●●●●●●on Road

P.O.●●●● 144

Dar●●●ton , Pennsylvania, 16115

United States

1.72●●●●0159

to●●●●●●●●@internet-icg.com

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Allocated Financial Planning

Jan Jumet

3479 Da●●●●●●●on Road

P.O.●●●● 144

Dar●●●ton , Pennsylvania, 16115

United States

1.72●●●●0159

to●●●●●●●●@internet-icg.com

View this contact

Allocated Financial Planning

Jan Jumet

3479 Da●●●●●●●on Road

P.O.●●●● 144

Dar●●●ton , Pennsylvania, 16115

United States

1.72●●●●0159

to●●●●●●●●@internet-icg.com

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Allocated Financial Planning - Financial Advisor | allocatedfinancial.com Reviews

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Was founded in 2006 and follows a holistic process for financial, estate, gift, and charitable planning. This wealth management process – which includes data gathering and assessment, construction of an overall plan, presentation and implementation, and timely review and monitoring – offers a detailed view of your financial life. Ndash; we are committed to providing our clients with well-informed, objective advice, and to creating a disciplined framework within which financial decisions are made, impleme...

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4 allocated financial planning

5 distribution

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Allocated Financial Planning - Financial Advisor | allocatedfinancial.com Reviews

https://allocatedfinancial.com

Was founded in 2006 and follows a holistic process for financial, estate, gift, and charitable planning. This wealth management process – which includes data gathering and assessment, construction of an overall plan, presentation and implementation, and timely review and monitoring – offers a detailed view of your financial life. Ndash; we are committed to providing our clients with well-informed, objective advice, and to creating a disciplined framework within which financial decisions are made, impleme...

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allocatedfinancial.com

1

Allocated Financial Planning - Financial Advisor

http://www.allocatedfinancial.com/commitment.html

Ndash; we believe that financial planning success must include a well planned, diversified, and broadly allocated investment allocation. That takes into consideration our client's life events and goals. We are founded on the principle of offering our clients an independent personal. Touch without obligations to investment product manufacturers. Ndash; our success is measured by each of our client’s success. Team: Jan F. Jumet. Bridget A. Hommey. Securities offered through LPL Financial, Member FINRA.

2

Allocated Financial Planning - Financial Advisor

http://www.allocatedfinancial.com/janjumet.html

JD, MS-Tax, Independent Financial Advisor. Jan founded Allocated Financial Planning. And has previously served as Chairman of the Board of Viatronix, Inc. and as a Board Member with the American Cancer Society in Western Pennsylvania. Team: Jan F. Jumet. Bridget A. Hommey. Securities offered through LPL Financial, Member FINRA. Investment advice offered through Gallacher Capital Management, a registered investment advisor and separate entity from LPL Financial. Bridget A. Hommey.

3

Allocated Financial Planning - Financial Advisor

http://www.allocatedfinancial.com/4phases.html

Saving and investing to build wealth. Maintain cash reserves for life events. Maximize funding for retirement using vehicles such as 401(k) or 403(b), IRA or Roth IRA, Executive Comp Plans. Invest for future education with 529 Plans, Education Savings Accounts, and UGMAs/UTMAs. Diversify portfolio with asset allocation. Invest systematically to leverage dollar-cost-averaging utilizing auto-invest methods via ACHs. Financial Planning Opportunities That May Apply. Review stock option plans. Replace earning...

4

Allocated Financial Planning - Financial Advisor

http://www.allocatedfinancial.com/lpl.html

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:. Comprehensive clearing and compliance services. Practice management programs and training. For more information about LPL Financial, visit www.lpl.com. Magazine 1996, based on total revenues. Team: Jan F. Jumet. Bridget A. Hommey. Securities offered through LPL Financial, Member FINRA. Securities and advisory services available only to residents of:.

5

Allocated Financial Planning - Financial Advisor

http://www.allocatedfinancial.com/services.html

Our guidance leads clients toward strategies that fit their circumstances. We develop comprehensive, integrated financial plans that can be customized as personal and/or business circumstances change. This full-service approach begins with data gathering and assessment. Once a plan has been constructed, an implementation process is unfolded. For Individuals and Families. Employee Investment Plans and Services. Team: Jan F. Jumet. Bridget A. Hommey. Securities offered through LPL Financial, Member FINRA.

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