The BottomsLine – Fall 2022

From the beginning, determining what our clients “want” in their future and helping them get there has been a common theme with individual insurance and employee benefits. Wants and needs vary according to circumstances and philosophy; nevertheless, there are several common themes that we see regularly as we interact with our clients.

The BottomsLine – Fall 2022 Newsletter

Our corporate calling of helping others, along with our embedded employee benefit and life insurance specialties, intersects with our client’s desire for ongoing financial security and protection.

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Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. The Bottoms Group, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.

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