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Q3 2024 Plan Sponsor Newsletter

Contact

Ulman Financial

Office: (410) 557-7045

Mobile: 443-233-1131

Fax: (866) 333-3199

915 Breezewick Circle

Towson, MD 21286

Clay@UlmanFinancial.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Investments products and services available only to residents of : Connecticut (CT), Delaware (DE), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Maine (ME), Maryland (MD), Massachusetts (MA), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Texas (TX), Virginia (VA), West Virginia (WV).

Fee-based advisory services are available only to residents of : Connecticut (CT), Delaware (DE), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Maine (ME), Maryland (MD), Massachusetts (MA), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Texas (TX), Virginia (VA), West Virginia (WV).

We are licensed to sell insurance products in the following states of: Colorado (CO), Connecticut (CT), Washington DC (DC), Delaware (DE), Maryland (MD), North Carolina (NC), New Jersey (NJ), New York (NY), Pennsylvania (PA), Texas (TX), Virginia (VA).