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Disclosures

  • Relationship Summary (.pdf)
  • Disclosure Brochure (.pdf)

Securities offered through United Planners Financial Services, a Limited Partnership Member: FINRA SIPC.  Advisory services offered through Meador Financial, Inc., DBA MFA Wealth Services.  Meador Financial, Inc. and United Planners are not affiliated companies.  Meador Financial, Inc. and Tone Walling & Meador, LLP are affiliated companies.  Meador Financial, Inc. and Cornerstone Law Center, Inc. are not affiliated companies

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Check the background of this financial professional on FINRA's BrokerCheck