Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
American Retirement Planners |
| Address: |
570 Hammill Ln |
| City: |
Reno |
| State: |
Nevada |
| Zip Code: |
89511 |
| Telephone: |
(775) 332 - 7000 |
| Fax: |
(775) 332 - 7010 |
| Web Site: |
www.financialhealth.com |
| |
My first duty is to get to know you and what your unique needs are. I follow a financial planning process that allows me to discover the strengths and weaknesses of your current financial situation and then suggest courses of action to fulfill your financial goals. I take the approach that a well educated client makes better financial decisions and is able to remain focused on their long term objectives. I am licensed through an independent broker dealer. This helps me to be unbiased and objective when selecting investments or insurance products that meet your needs. I have a Bachelors and a Masters degree in Finance.
Insurance licensed in Nevada, California, and Utah.
CA Insurance License # OC63702 |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Laif E. Meidell |
(775) 332 - 7000 |
laif@financialhealth.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 7, 63, 65
Insurance Licenses (Life, Health, Disability, etc): Long-term care, Life, Health, Disability
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBCSM, MBA,
RFC, CSA, AIF
Education/Area of Study: Finance
Associations and Affiliations: Market Technicians Association Executive Committee, Nevada-area Council, Boy Scouts of America
Experience:
I have / The office has been providing financial and/or related advice to clients for 12 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? Notice filed in all 50 states
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Associated Securities Corp. |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
