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Financial Services Institute - Financial Services Institute

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms

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CONTACTS AT FINANCIALSERVICES.ORG

Financial Services Institute

Dale Brown

900 Circle ●●●●●●●●●●● Suite 1300

At●●ta , GA, 30339

US

1.77●●●●8480
1.77●●●●8481
da●●●●●●●●@financialservices.org

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Financial Services Institute

Dale Brown

900 Circle ●●●●●●●●●●● Suite 1300

At●●ta , GA, 30339

US

1.77●●●●8480
1.77●●●●8481
da●●●●●●●●@financialservices.org

View this contact

Financial Services Institute

Dale Brown

900 Circle ●●●●●●●●●●● Suite 1300

At●●ta , GA, 30339

US

1.77●●●●8480
1.77●●●●8481
da●●●●●●●●@financialservices.org

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Financial Services Institute - Financial Services Institute | financialservices.org Reviews

https://financialservices.org

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms

INTERNAL PAGES

financialservices.org financialservices.org
1

FSI | Membership

https://financialservices.org/membership

Why FSI Decided to Litigate. Policymakers Influenced by FSI. Give to FSI PAC. Comment Letters, Testimony and Statements. FSI State Advocacy Wins. FSI Capitol Hill Day 2017. FSI is comprised of financial advisor members and broker-dealer who are committed to creating a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial advisors. FSI Membership for Financial Advisors. Including the FSI Financial Advisor Summit. And Capitol Hill visits.

2

FSI | FSI PAC

https://financialservices.org/fsipac

Why FSI Decided to Litigate. Policymakers Influenced by FSI. Give to FSI PAC. Comment Letters, Testimony and Statements. FSI State Advocacy Wins. FSI Capitol Hill Day 2017. Thank you for your interest in donating to FSI PAC. Grassroots donations like yours are some of the most important support we get, and we greatly appreciate your help advocating for the industry. Choose your preferred method of donation below. Please don't hesitate to contact us. View a complete listing. What is a PAC? The FSI PAC poo...

3

FSI | The Issues

https://financialservices.org/issues

Why FSI Decided to Litigate. Policymakers Influenced by FSI. Give to FSI PAC. Comment Letters, Testimony and Statements. FSI State Advocacy Wins. FSI Capitol Hill Day 2017. The advocacy agenda for this year address issues that will significantly affect our members’ businesses and their clients in far-reaching ways. Our top advocacy priorities include. Strongly oppose the adoption of the Department of Labor’s Fiduciary Rule making proposal. Learn about this important issue in more detail. Give to FSI PAC.

4

FSI | Councils & Committees

https://financialservices.org/councils

Why FSI Decided to Litigate. Policymakers Influenced by FSI. Give to FSI PAC. Comment Letters, Testimony and Statements. FSI State Advocacy Wins. FSI Capitol Hill Day 2017. FSI has seven advisory councils that provide advice and input to FSI’s staff and Board of Directors. These councils meet in-person and by conference call. The seven councils are:. Accounting and Finance Council. Investment Advisory Services Council. Marketing, Growth and Development Council. Provides a forum for discussion about marke...

5

FSI | Financial Services Institute

https://financialservices.org/bdstudy.aspx

Why FSI Decided to Litigate. Policymakers Influenced by FSI. Give to FSI PAC. Comment Letters, Testimony and Statements. FSI State Advocacy Wins. FSI Capitol Hill Day 2017. FSI Financial Performance and Compensation Study. FSI Financial Performance and Compensation Study. An important and valuable benefit of FSI Firm membership is the opportunity to participate in the FSI Financial Performance and Compensation Study. Director of Corporate Relations. Give to FSI PAC. FSI State Advocacy Wins. Financial Ser...

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Taking A Personal Interest In Your Financial Well Being. Sharing & Caring. News & Views. Move from your profession to your life’s purpose. The kids are gone, and now the focus is on you and your legacy. You’re looking back with pride, and you’re looking forward with hope for a comfortable and purposeful future. After all, you’ve earned it. But do you have nagging concerns that prevent you from embracing retirement? Do you have enough financial resources to retire and fulfill your dreams? Define the best ...

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About Us - Lighthouse Financial Services

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Taking A Personal Interest In Your Financial Well Being. Sharing & Caring. News & Views. Let Lighthouse Financial show you the way. Our highly experienced advisors provide financial planning and investment management at every stage of life using a client-centered, step-by-step approach to build the right solutions for our customers’ unique needs. When we understand your needs, goals and values we’ll deliver a highly customized plan with specific recommendations. How we do it. In wealth management that ca...

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Taking A Personal Interest In Your Financial Well Being. Sharing & Caring. News & Views. Find the power to prevail over life’s transitions. Lighthouse Financial is especially passionate about helping people faced with sudden, unforeseen life changes, such as:. Divorce or the sudden death of spouse with whom assets have been shared;. An inheritance or sudden wealth event that creates new financial responsibilities; and. Sudden career changes, including relocation, layoff or retirement. Let us show you.

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Insurance Planning - Lighthouse Financial Services

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Taking A Personal Interest In Your Financial Well Being. Sharing & Caring. News & Views. What we know is that things change. Insurance is a way to reach into the future to protect and provide for your family. But how much should you buy? Let Lighthouse Financial help you provide and protect your future. Needs vary throughout the stages of your life. If you have young children, you have a greater need for income replacement. As your net worth increases, your need to replace income through insuranc...The d...

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