Our clients are business owners, family-owned business, self-employed professionals, and self-made successes that have established themselves in their business, family, and community. Through education, business experience, and multiple professional resources we assist in retirement planning that considers the business as an asset. We advise on methods to maintain the value of an enterprise during both lucrative and challenging times. We work with our clients to help them manage complex issues such as tax strategies, business succession planning as well as generational transfer of a closely-held family business. We offer dedicated, creative, and professional financial problem solving backed by decades of experience, the highest credentials, and the most stringent ethical requirements in the financial services industry. -- Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org/). AIC and Hubbard Financial Planners are not affiliated. Additional products and services may be available through Hubbard Financial Planners that are not offered through AIC. Securities products are limited to residents of Florida and North Carolina. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative from Hubbard Financial Planners will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
