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Retirement Planning Alert Fall 2014 Full

Retirement Planning Alert Fall 2014 Short

5555 Glenridge Connector
Suite 200
Atlanta GA 30342

Tel: 678-929-6570
Fax: 678-929-6572
Email: info@brookhavenwm.com

Schedule a meeting through our online calendar:

For Clients:

Phone/Web Review

In Person Review

For Clients:

Introductory Phone Call

In Person Initial Consultation

Please complete our Discovery Survey in preparation for our first call or meeting

Discovery Survey

Chris Cosenza CFP^®, AIF^® is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC. Brookhaven Wealth Management^® and United Planners are independent companies.

United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, MD, ME, NC, NJ, NY, SC, TX.

Insurance-related services may not be provided to individuals residing in any states other than FL, GA, MA, NC, NJ, NY, SC, TN, TX.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

The opinions voiced on this website are for general information only and are not intended to provide specific advice or recommendations for any individual security or strategy. To determine which investment(s) or strategies may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results.

Third party links are provided as a courtesy only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content. We make no representation as to the completeness or accuracy of information provided at these web sites, nor are we liable for any technical issues or consequences arising out of your access to, or use of, third-party technologies, websites, information and programs made available through this web site. When you access a third party website, you are leaving our website and assume total responsibility for your use of the third party site.

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