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Securities offered through United Planners Financial Services, a Limited Partnership, Member: FINRA / SIPC.   Advisory services offered through MFA Wealth Services. MFA Wealth Services and United Planners are independent companies. 

MFA Wealth Services are registered to conduct securities business in Arizona, California, Colorado, Florida, Idaho, Indiana, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas Virginia and Washington.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from any resident outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than California.  Michael E. Garner CA Ins. No: 0E19592; Christopher D. Mattern CA Ins. No: 0F85486

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.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.