I am licensed to offer insurance in: CA, FL, GA, MD, NC, SC, TN, WA, and WI and securities in: NC, SC, FL, WI, WA, CA, GA, TX, DC, MD and VA. CA Insurance License #0L98625
Adam Taff is a registered representative of and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC, Member SIPC (sipc.org). Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, 704-557-9600. LB&J Strategic Financial Planning is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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**LB&J Strategic Financial Planning and its representatives do not provide tax or legal advice. Consult a tax or legal professional for such guidance.
***LB&J Strategic Financial Planning is not affiliated with LB&J Certified Public Accountants. Each firm is independently responsible for the products and services it provides.