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FOR BUSINESS AND PERSONAL FINANCIAL GROWTH AND SECURITY

Money. Whether you earn it, inherit or win it, there is one thing you will have to do before anything else-- manage it. And if you have it to manage, you know first-rate plans and portfolios are founded on first-rate advice, the kind of advice produced by experience

Traditional, old fashioned, personalized service is the unique attribute of this firm. There is no need to hear a long message and "press 1, 2 ... or 5 ..." to get what you need or want. We look at your entire personal situation so you receive a consolidated approach. No financial issue is knowingly ignored.

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When investing for our clients we look at both your personal needs and the financial markets.

Life, health, long term care insurance, annuities , variable annuities, mutual funds and many types of investments are available through our independent office.

You, our client, receive a "consolidated planning" approach. Income requirements, insurance needs, possible estate issues, potential long term care questions and other concerns are discussed. You may be encouraged to consult with a tax accountant or other professional. Furthermore, a course of action is agreed upon before implementation.

Cynthia E. Morgan is a Registered Representative of, and securities offered through, Finance500, Inc. Member FINRA and SiPC. Advisory and planning services offered through F500 Advisory Services, Inc.

Barnard S. Walsh, CEBS is a Registered Representative of, and securities are offered through, Finance500, Inc., member FINRA and SIPC.

Traditional fixed annuities, secondary market annuities, whole life, universal life insurance, long term care insurance and certain other life insurance company products are offered through insurance companies which are not affiliated with Finance500, Inc.nor F500 Advisory Services, Inc. Information concerning "unique assets" purchased or held as IRA or qualified plan assets is provided independently of Finance500, Inc. and F500 Advisory Services, Inc. Finance500, Inc. F500 Advisory Services, Inc. are not party to such information, advice, purchase, sale, etc.