Impact Planning is a service offering of Advanced Retirement Design, LLC (“ARD Private Client”).
ARD Private Client is a marketing name for Advanced Retirement Design, LLC.
Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Advanced Retirement Design, LLC and GFPC are not affiliated entities. One or more individuals at ARD Private Client, LLC are registered as investment adviser representatives of GFPC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Advanced Retirement Design clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found within GFPC’s Form ADV Part 2A Brochure (“the Brochure”) available on GFPC’s website http://gf-pc.com. Representatives of Advanced Retirement Design, LLC are insurance licensed in Ohio and Florida.
In addition to providing certain investment advisory services on behalf of GFPC as described in the Brochure, individuals associated with Advanced Retirement Design and the Advance Retirement Design itself may provide or offer to its clients certain other products or services outside GFPC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Advanced Retirement Design and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
