Lifetime of Earnings

Have A Question About This Topic?

Related Content

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Contact

Office: 608-383-1518

Office: 608-960-7757

Mobile: 608-391-1529

925 Wisconsin Avenue

PO Box 307

Boscobel, WI 53805

Series 7, 63, 65, life and health insurance

jordan.jordan@lpl.com

Quick Links

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 are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and The Investment Center at Community First Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name The Investment Center at Community First Bank, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community First Bank or The Investment Center at Community First Bank. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY

NOT BANK GUARANTEED

NOT BANK DEPOSITS OR OBLIGATIONS

MAY LOSE VALUE