Pam’s April 2014 Financial Planning Newsletter

Pam's Newsletters

Happy April! Tax Day is coming up fast! For some its a looming day when a check is needed to…
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Pam’s February 2014 Financial Planning Newsletter

Pam's Newsletters

Dear Friends and Colleagues, What assets will you sell to pay for your care when you need it? I know…
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Pam’s January 2014 Financial Planning Newsletter

Pam's Newsletters

Pam’s January Newsletter is here! A new start – a new year! 2014 marks 10 years of building my financial…
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Pam’s December 2013 Financial Planning Newsletter

Pam's Newsletters

Pam’s December Newsletter is here! Contents include: :: It’s December 31. Do You Know Where Your Money Is? :: Divorce…
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LPL Financial Advisors
1165 Lincoln Ave., Suite 330
San Jose, CA 95125
phone: 408.271.8800
fax: 408.271.8833
email: Pam.Flournoy@lpl.com

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Pam Flournoy, CFP® | CA |
1165 Lincoln Avenue #330
San Jose, CA 95125 |
CA Insurance Lic #0E58750

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP®, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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The financial consultants of Flournoy Wealth Management are registered representatives with, and securities, financial planning, and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Financial Form CRS — www.lpl.com/crs

The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CFP® (with plaque design) in the UnitedStates to Certified Financial Planner Board of Standards, Inc.,which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Pam’s April 2014 Financial Planning Newsletter

Pam’s January 2014 Financial Planning Newsletter

Pam’s December 2013 Financial Planning Newsletter

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