Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

833 Alder Creek Drive Suite A Medford, OR 97504-8908

(541) 770-6999
larry@planner4u.com
Contact
Planner4U LLC Home
  • Home
  • About 
    • Our Qualifications
    • Our Mission
    • Our Services
    • Fee-Based Option
    • Our Broker-Dealer
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Calculators
    • Tax Resources
    • Glossary
  • Contact

Happy New Year 2021

Welcome to 2021 Woman speaking to a small assemblage from a podium. Father and small son standing in shallow river, catching and examining small fish in a net. Man with one artificial leg on a training run at a track. Young woman rolling on floor happily with her golden retriever. Joyful older couple enjoying an afternoon jog. Older woman wearing a mask and enjoying a peaceful view looks out ahead. This year, anything is possible. Couple embracing on a sunny morning. Young woman embracing a young man; in her hand are what appear to be a new set of keys. Elderly grandfather lifting young boy on a piggy-back ride. Happy New Year.
Share |

Contact

Office: (541) 770-6999

Toll-Free: (800) 394-2371

Fax: (541) 772-3020

833 Alder Creek Drive

Suite A

Medford, OR 97504-8908

larry@planner4u.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2021 FMG Suite.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.  Additional insurance services offered through Planner4U LLC, which is not affiliated with SPF. SPF does not provide tax or legal advice.  

The financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, MD, NV, OR, TX, UT.