CERTIFIED FINANCIAL PLANNER™
The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
All investments and tax strategies have risks–see risk factors in PPM. Past performance and/or forward looking statements are never an assurance of future results. This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer may only be made by means of a private placement memorandum that must accompany or precede this information. Offering facts and terms are controlled by final PPM only.
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. South Coast Investment Advisors, LLC and IFG are unaffiliated entities.