The Process – Thorngate Financial

Home
About
RFC
- Why Use an RFC®
- Code of Ethics
Understanding Risk
- Risk Analysis
Income For Life
Contact

Home
About
RFC
- Why Use an RFC®
- Code of Ethics
Understanding Risk
- Risk Analysis
Income For Life
Contact

At Thorngate Financial, the interests of the client—and only the client—are the basis for our recommended steps forward.

Home
About
RFC
- Why Use an RFC®
- Code of Ethics
Understanding Risk
- Risk Analysis
Income For Life
Contact

Contact Us

Jeffrey A Bettermann, RFC
Phone: (239) 470-3319
Email: jeff@thorngatefinancial.com

Financial Planning Process

Thorngate Financial

Jeffrey A Bettermann, RFC
(239) 470-3319
jeff@thorngatefinancial.com

Disclosure:

Investment advisory services are offered through Peace of Mind Planning, LLC (POM) doing business as Advisor Share Wealth Management (ASWM), a registered investment advisor. ASWM and Thorngate Financial operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

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Financial Planning Process